XLI — SECTOR SPDR INDL SELECT SHARECom

Ownership history in CHARTIST INC /CA/  ·  48 quarters on record

This page tracks every 13F SEC filing in which CHARTIST INC /CA/ reported a position in SECTOR SPDR INDL SELECT SHARECom (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.

Peak position
16.36% (2012 Q4)
Avg. % of fund
1.51%
First filed
2012 Q1
Last filed
2025 Q4
Quarters held
48
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 5,026 -70 -1.4% 0.53% $780K $155.12
2025 Q3 REDUCED 5,096 -845 -14.2% 0.54% $786K $153.70
2024 Q4 REDUCED 5,941 -96 -1.6% 0.41% $783K $129.97
2024 Q3 REDUCED 6,037 -172 -2.8% 0.42% $818K $132.94
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLI price (monthly, adj. close)

Other funds also holding XLI

As of 2025 Q4 — sorted by position size

Gates Capital Management, Inc. 3Y 7Y 13.54% Biltmore Wealth Management, LLC 3Y 7Y 13.12% Perbak Capital Partners LLP 11.33% EHP Funds Inc. 3Y 8.99% Algorithmic Investment Models, LLC 3Y 7.59% Bellwether Advisors, LLC 3Y 7.37% INNEALTA CAPITAL, LLC 3Y 7Y 7.03% Phoenix Financial Ltd. 3Y 6.64% IMZ Advisory Inc 6.28% Rye Brook Capital LLC 3Y 5.9%
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