Ownership history in ARROW FINANCIAL CORP Β· 47 quarters on record
This page tracks every 13F SEC filing in which ARROW FINANCIAL CORP reported a position in SPDR DJ WILSHIRE LARGE CAP VAL (SPYV). 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 ARROW FINANCIAL CORP underperformed the S&P 500 by β2.9% annually on this SPYV position. Timing score: 58% (21/36 decisions correct). Average cost basis: $38.91. Maximum drawdown during holding period: β25.3%.
β οΈ Trailed SPY by 2.9% ann. on this position.
46 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
21 of 36 add/trim decisions correct
Best entry: $18.47 (2014 Q2) Β· Worst: $51.62 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
15 adds Β· 22 trims. Bought during 4 of 12 down-price quarters. π Predominantly trimming β distribution phase.
π ARROW FINANCIAL CORP has been actively increasing its SPYV allocation β a bullish signal from insiders.
Currently 4.44% 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.