Ownership history in Algorithmic Investment Models, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Algorithmic Investment Models, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 41,389 | -706 | -1.7% | 6.01% | $4.9M | $117.72 |
| 2025 Q3 | REDUCED | 42,095 | -17,442 | -29.3% | 3.31% | $5.0M | $117.99 |
| 2025 Q2 | REDUCED | 59,537 | -28,047 | -32.0% | 4.42% | $6.5M | $107.80 |
| 2021 Q4 | REDUCED | 87,584 | -9,817 | -10.1% | 3.93% | $6.8M | $74.49 |
As of 2025 Q4 — sorted by position size