Cavalier Investments, LLC XLC — SELECT SECTOR SPDR TR

Ownership history in Cavalier Investments, LLC  ·  25 quarters on record

AI Ownership Summary

Cavalier Investments, LLC reported SELECT SECTOR SPDR TR (XLC) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 8.52% in 2024 Q4. The latest visible filing shows XLC at 0.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cavalier Investments, LLC's position in SELECT SECTOR SPDR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XLC was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.52% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLC stock page Cavalier Investments, LLC fund profile Cavalier Investments, LLC full holdings
How Cavalier Investments, LLC held XLC — position size vs. price
% of Fund (quarterly)    XLC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 12 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 20.3% -5.5% ✅ 100,000 -25,490 -20.3% 0.60% $11.8M 2026-02-14 (Est.) $114.22
2025 Q4 ADDED — — — 125,490 +123,490 +6174.5% 0.76% $14.8M 2026-02-14 (Est.) $114.22
2025 Q3 REDUCED 20.0% -0.1% ✅ 2,000 -500 -20.0% 1.94% $23.7M 2025-11-14 $110.62
2025 Q3 REDUCED 98.5% -0.1% ✅ 2,500 -160,773 -98.5% 2.43% $29.6M 2025-11-14 $110.62
2025 Q3 ADDED — — — 163,273 +128,898 +375.0% 1.45% $17.7M 2025-11-14 $110.62
2025 Q2 REDUCED 72.7% +9.6% ❌ 34,375 -91,731 -72.7% 1.13% $3.7M 2025-07-30 $105.40
2025 Q1 REDUCED 52.1% +12.8% ❌ 126,106 -137,352 -52.1% 4.13% $12.2M 2025-04-24 $92.62
2024 Q4 ADDED — — — 263,458 +109,216 +70.8% 8.52% $25.5M 2025-02-04 $101.95
2024 Q3 ADDED — — — 154,242 +126,608 +458.2% 4.28% $13.9M 2024-10-24 $89.01
2024 Q2 ADDED — — — 27,634 +4,035 +17.1% 0.73% $2.4M 2024-08-02 $82.99
2024 Q1 REDUCED 12.0% +4.7% ❌ 23,599 -3,228 -12.0% 0.70% $1.9M 2024-04-26 $78.25
2023 Q4 REDUCED 6.8% +13.6% ❌ 26,827 -1,969 -6.8% 0.72% $1.9M 2024-02-13 $76.27
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XLC

As of 2026 Q1 — sorted by position size

IMZ Advisory Inc 8.84% WestEnd Advisors, LLC 3Y 7Y 7.6% Ayalon Insurance Comp Ltd. 3Y 7Y 5.66% AFFINITY WEALTH MANAGEMENT LLC 3Y 7Y 5.06% Moss Adams Wealth Advisors LLC 3.93% CDM FINANCIAL COUNSELING SERVICES, INC. 3.82% Biltmore Wealth Management, LLC 3Y 7Y 3.35% Terra Nova Asset Management LLC 3Y 7Y 3.35% Keystone Global Partners, LLC 3.24% FORONJY FINANCIAL LLC 3.15%

FAQ About Cavalier Investments, LLC and XLC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cavalier Investments, LLC reported owning XLC?

Cavalier Investments, LLC reported XLC across 12 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XLC position in Cavalier Investments, LLC's portfolio?

The largest reported portfolio weight for XLC was 8.52% in 2024 Q4.

What is the latest reported XLC position on this page?

The most recent filing on this page is 2025 Q4, when Cavalier Investments, LLC reported 100,000 shares, equal to 0.60% of portfolio, with an estimated market value of $11.8M.

What does the chart on this XLC ownership page compare?

The chart compares Cavalier Investments, LLC's quarterly XLC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cavalier Investments, LLC time their XLC position?

Based on 13F filing dates vs. subsequent XLC price moves, Cavalier Investments, LLC correctly timed 6 out of 24 reported position changes (25%). The annualised alpha on XLC relative to SPY over the holding period was +2.0%.

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