Ownership history in ACT Advisors, LLC. Β· 10 quarters on record
This page tracks every 13F SEC filing in which ACT Advisors, LLC. reported a position in SPDR INDEX SHS FDS (SPDW). 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 ACT Advisors, LLC. underperformed the S&P 500 by β2.5% annually on this SPDW position. Timing score: 50% (4/8 decisions correct). Average cost basis: $35.37. Maximum drawdown during holding period: β7.9%.
β οΈ Trailed SPY by 2.5% ann. on this position.
8 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
4 of 8 add/trim decisions correct
Best entry: $35.16 (2025 Q1) Β· Worst: $39.77 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 7 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.86% 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