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Disclosery

SMI Advisory Services, LLC: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMI Advisory Services, LLC on XLY, newest first. How the timeline and the estimate are built.

SMI Advisory Services, LLC held 3,109 XLY 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 3,109 shares
    Change vs previous 13F -8,927 shares

    0.06% of the 13F portfolio, value $366,946.

    13F-HR 0001609008-26-000003 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 12,036 shares
    Change vs previous 13F -6,576 shares

    0.22% of the 13F portfolio, value $1,312,406.

    13F-HR 0001609008-26-000002 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 18,612 shares
    Change vs previous 13F +3,946 shares

    0.4% of the 13F portfolio, value $2,317,492.

    13F-HR 0001609008-26-000001 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 14,666 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $3,488,420.

    13F-HR 0001609008-25-000006 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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