Ownership history in AlphaMark Advisors, LLC Β· 56 quarters on record
This page tracks every 13F SEC filing in which AlphaMark Advisors, LLC reported a position in S&P Energy Sector ETF ETF (XLE). 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 AlphaMark Advisors, LLC underperformed the S&P 500 by β3.7% annually on this XLE position. Timing score: 49% (20/41 decisions correct). Average cost basis: $18.17. Maximum drawdown during holding period: β64.0%.
β οΈ Trailed SPY by 3.7% ann. on this position.
55 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
20 of 41 add/trim decisions correct
Best entry: $11.45 (2020 Q1) Β· Worst: $44.28 (2024 Q1)
πͺ Held through 2 major drawdowns (>20%).
20 adds Β· 22 trims. Bought during 10 of 26 down-price quarters. π Predominantly trimming β distribution phase.
π AlphaMark Advisors, LLC has been actively increasing its XLE allocation β a bullish signal from insiders.
Currently 2.07% 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