Ownership history in Algorithmic Investment Models, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Algorithmic Investment Models, LLC reported a position in Industrial Select Sector SPDR (XLI). 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 | 39,674 | -999 | -2.5% | 7.59% | $6.2M | $155.12 |
| 2025 Q3 | REDUCED | 40,673 | -1,565 | -3.7% | 4.16% | $6.3M | $153.70 |
| 2025 Q2 | ADDED | 42,238 | +2,850 | +7.2% | 4.26% | $6.2M | $146.41 |
| 2025 Q1 | REDUCED | 39,388 | -3,899 | -9.0% | 3.80% | $5.2M | $129.69 |
| 2024 Q4 | ADDED | 43,287 | +6,875 | +18.9% | 4.40% | $5.7M | $129.97 |
| 2024 Q3 | ADDED | 36,412 | +3,457 | +10.5% | 3.62% | $4.9M | $132.94 |
| 2024 Q2 | REDUCED | 32,955 | -962 | -2.8% | 3.14% | $4.0M | $119.23 |
| 2024 Q1 | REDUCED | 33,917 | -5,300 | -13.5% | 3.14% | $4.3M | $122.81 |
| 2023 Q4 | REDUCED | 39,217 | -68,630 | -63.6% | 3.39% | $4.5M | $110.80 |
| 2023 Q3 | REDUCED | 107,847 | -1,259 | -1.2% | 7.88% | $10.9M | $98.00 |
As of 2025 Q4 — sorted by position size