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.
| 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 |
| 2024 Q2 | REDUCED | 6,209 | -61 | -1.0% | 0.39% | $757K | $119.23 |
| 2024 Q1 | REDUCED | 6,270 | -90 | -1.4% | 0.40% | $790K | $122.81 |
| 2023 Q4 | REDUCED | 6,360 | -30 | -0.5% | 0.39% | $725K | $110.80 |
| 2023 Q3 | REDUCED | 6,390 | -704 | -9.9% | 0.38% | $648K | $98.00 |
| 2023 Q2 | REDUCED | 7,094 | -221 | -3.0% | 0.40% | $761K | $103.32 |
| 2023 Q1 | UNCHANGED | 7,315 | — | 0% | 0.63% | $639K | $97.02 |
As of 2025 Q4 — sorted by position size