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 (XLY). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 391,618 | +249,935 | +176.4% | 1.27% | $46.8M | $119.17 |
| 2025 Q3 | REDUCED | 141,683 | -60,019 | -29.8% | 0.95% | $33.9M | $119.34 |
| 2025 Q2 | ADDED | 201,702 | +114,194 | +130.5% | 1.36% | $43.8M | $108.04 |
| 2025 Q1 | REDUCED | 87,508 | -90,055 | -50.7% | 1.07% | $17.3M | $97.96 |
| 2024 Q4 | REDUCED | 177,563 | -4,646 | -2.5% | 1.42% | $39.8M | $110.99 |
| 2024 Q3 | REDUCED | 182,209 | -45,820 | -20.1% | 1.30% | $36.5M | $98.94 |
| 2024 Q2 | ADDED | 228,029 | +35,292 | +18.3% | 1.64% | $41.6M | $89.88 |
| 2024 Q1 | ADDED | 192,737 | +582 | +0.3% | 1.46% | $35.4M | $90.42 |
| 2023 Q4 | REDUCED | 192,155 | -2,042 | -1.1% | 1.57% | $34.4M | $87.73 |
| 2023 Q3 | ADDED | 194,197 | +2,179 | +1.1% | 1.61% | $31.3M | $78.84 |
As of 2025 Q4 — sorted by position size