XLC — SELECT SECTOR SPDR TR

Ownership history in Advisory Alpha, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which Advisory Alpha, LLC reported a position in SELECT SECTOR SPDR TR (XLC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.19% (2020 Q3)
Avg. % of fund
1.24%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 478,734 +3,815 +0.8% 1.53% $56.4M $117.72
2025 Q3 ADDED 474,919 +119,176 +33.5% 1.54% $55.3M $117.99
2025 Q2 ADDED 355,743 +128,309 +56.4% 1.20% $38.6M $107.80
2025 Q1 REDUCED 227,434 -220,352 -49.2% 1.36% $21.9M $95.57
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLC price (monthly, adj. close)

Other funds also holding XLC

As of 2025 Q4 — sorted by position size

Main Management ETF Advisors, LLC 3Y 7Y 13.11% Main Management Fund Advisors LLC 3Y 9.94% INNEALTA CAPITAL, LLC 3Y 7Y 9.44% IMZ Advisory Inc 8.81% Anfield Capital Management, LLC 3Y 8.58% THEORY FINANCIAL LLC 3Y 8.14% Main Management LLC 3Y 7Y 7.66% Bellwether Advisors, LLC 3Y 7.65% WestEnd Advisors, LLC 3Y 7Y 7.64% Algorithmic Investment Models, LLC 3Y 6.01%
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