Ownership history in Austin Private Wealth, LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Austin Private Wealth, LLC reported a position in SPDR SER TR (EMHC). 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 Austin Private Wealth, LLC underperformed the S&P 500 by β7.3% annually on this EMHC position. Timing score: 71% (5/7 decisions correct). Average cost basis: $23.25. Maximum drawdown during holding period: β3.3%.
β Significantly underperformed the S&P 500 by 7.3% ann.
7 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 7 add/trim decisions correct
Best entry: $21.38 (2024 Q1) Β· Worst: $25.23 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Austin Private Wealth, LLC has been actively increasing its EMHC allocation β a bullish signal from insiders.
Currently 0.63% 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