Ownership history in 360 Financial, Inc. Β· 7 quarters on record
This page tracks every 13F SEC filing in which 360 Financial, Inc. reported a position in SPDR SER TR (KCE). 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 360 Financial, Inc. outperformed the S&P 500 by +2.2% annually on this KCE position. Timing score: 60% (3/5 decisions correct). Average cost basis: $134.73. Maximum drawdown during holding period: β8.0%.
β
Outperformed SPY on this position by 2.2% ann.
5 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
3 of 5 add/trim decisions correct
Best entry: $121.63 (2024 Q3) Β· Worst: $151.31 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 0 trims. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π 360 Financial, Inc. has been actively increasing its KCE allocation β a bullish signal from insiders.
Currently 5.2% 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