SMI Advisory Services, LLC: XLC position timeline

SMI Advisory Services, LLC held 20,754 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 20,754 shares

   Change vs previous 13F +9,088 shares

   0.37% of the 13F portfolio, value $2,287,246.

   13F-HR 0001609008-26-000003 filed by SMI Advisory Services, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 11,666 shares

   Change vs previous 13F -17,271 shares

   0.21% of the 13F portfolio, value $1,303,807.

   13F-HR 0001609008-26-000002 filed by SMI Advisory Services, LLC
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 28,937 shares

   Change vs previous 13F +761 shares

   0.59% of the 13F portfolio, value $3,401,563.

   13F-HR 0001609008-26-000001 filed by SMI Advisory Services, LLC
   Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 28,176 shares

   Change vs previous 13F +28,176 shares

   0.62% of the 13F portfolio, value $3,279,395.

   13F-HR 0001609008-25-000006 filed by SMI Advisory Services, LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001609008-24-000004 filed by SMI Advisory Services, LLC
   Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.