Ownership history in 1ST SOURCE BANK Β· 106 quarters on record
This page tracks every 13F SEC filing in which 1ST SOURCE BANK reported a position in SPDR TR UNIT SER 1 (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π 1ST SOURCE BANK outperformed the S&P 500 by +0.0% annually on this SPY position. Timing score: 69% (72/105 decisions correct). Average cost basis: $226.25. Maximum drawdown during holding period: β46.0%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
105 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
72 of 105 add/trim decisions correct
Best entry: $64.25 (2003 Q2) Β· Worst: $680.06 (2025 Q4)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
62 adds Β· 44 trims. Bought during 10 of 31 down-price quarters. π More buys than sells across the holding period.
π 1ST SOURCE BANK has been actively increasing its SPY allocation β a bullish signal from insiders.
Currently 7.5% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size