Ownership history in Addis & Hill, Inc Β· 9 quarters on record
This page tracks every 13F SEC filing in which Addis & Hill, Inc reported a position in SPDR SER TR (SLYV). 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 Addis & Hill, Inc underperformed the S&P 500 by β8.3% annually on this SLYV position. Timing score: 25% (1/4 decisions correct). Average cost basis: $76.72. Maximum drawdown during holding period: β9.7%.
β Significantly underperformed the S&P 500 by 8.3% ann.
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $76.72 (2025 Q1) Β· Worst: $76.72 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 3 trims. Bought during 1 of 2 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.27% 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.