Ownership history in Accel Wealth Management Β· 18 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in SPDR SERIES TRUST SSGA US LRG ETF (LGLV). 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 Accel Wealth Management underperformed the S&P 500 by β4.4% annually on this LGLV position. Average cost basis: $108.59. Maximum drawdown during holding period: β16.9%.
β οΈ Trailed SPY by 4.4% ann. on this position.
17 quarters analyzed
Best entry: $108.59 (2020 Q4) Β· Worst: $108.59 (2020 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 1 trim. Bought during 0 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.07% 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