Ownership history in AlphaCentric Advisors LLC Β· 6 quarters on record
This page tracks every 13F SEC filing in which AlphaCentric Advisors LLC reported a position in SPDR SER TR (WIP). 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 AlphaCentric Advisors LLC underperformed the S&P 500 by β39.9% annually on this WIP position. Timing score: 60% (3/5 decisions correct). Average cost basis: $38.60. Maximum drawdown during holding period: β11.9%.
β Significantly underperformed the S&P 500 by 39.9% ann.
4 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
3 of 5 add/trim decisions correct
Best entry: $35.75 (2023 Q2) Β· Worst: $40.56 (2021 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 0 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.12% 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