Ownership history in Advisory Alpha, LLC Β· 33 quarters on record
This page tracks every 13F SEC filing in which Advisory Alpha, LLC reported a position in SPDR SERIES TRUST (SPYG). 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 Advisory Alpha, LLC outperformed the S&P 500 by +2.3% annually on this SPYG position. Timing score: 65% (20/31 decisions correct). Average cost basis: $65.77. Maximum drawdown during holding period: β30.4%.
β
Outperformed SPY on this position by 2.3% ann.
31 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
20 of 31 add/trim decisions correct
Best entry: $30.33 (2018 Q4) Β· Worst: $104.22 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
26 adds Β· 7 trims. Bought during 6 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 10.16% 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