XLF — SELECT SECTOR SPDR TR

Ownership history in Advisory Alpha, LLC  ·  26 quarters on record

This page tracks every 13F SEC filing in which Advisory Alpha, LLC reported a position in SELECT SECTOR SPDR TR (XLF). 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
2.5% (2024 Q1)
Avg. % of fund
1.17%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,291,381 +654,506 +102.8% 1.93% $70.7M $54.77
2025 Q3 ADDED 636,875 +20,270 +3.3% 0.95% $34.0M $53.68
2025 Q2 ADDED 616,605 +177,657 +40.5% 1.01% $32.3M $52.02
2025 Q1 REDUCED 438,948 -577,603 -56.8% 1.36% $21.9M $49.30
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLF price (monthly, adj. close)

Other funds also holding XLF

As of 2025 Q4 — sorted by position size

TIFF ADVISORY SERVICES, LLC 3Y 7Y 26.88% Main Management ETF Advisors, LLC 3Y 7Y 14.66% Marks Wealth, LLC 3Y 12.29% EHP Funds Inc. 3Y 10.9% IMZ Advisory Inc 10.63% WestEnd Advisors, LLC 3Y 7Y 10.15% Main Management Fund Advisors LLC 3Y 9.98% INNEALTA CAPITAL, LLC 3Y 7Y 8.63% Yelin Lapidot Holdings Management Ltd. 8.4% Lakeshore Financial Planning, Inc. 8.39%
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