Ownership history in Blue Barn Wealth, LLC Β· 19 quarters on record
This page tracks every 13F SEC filing in which Blue Barn Wealth, LLC reported a position in SPDR INDEX SHS FDS (SPEM). 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 Blue Barn Wealth, LLC underperformed the S&P 500 by β8.3% annually on this SPEM position. Timing score: 56% (10/18 decisions correct). Average cost basis: $37.72. Maximum drawdown during holding period: β29.2%.
β Significantly underperformed the S&P 500 by 8.3% ann.
18 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
10 of 18 add/trim decisions correct
Best entry: $27.95 (2022 Q3) Β· Worst: $46.04 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
17 adds Β· 2 trims. Bought during 7 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Blue Barn Wealth, LLC has been actively increasing its SPEM allocation β a bullish signal from insiders.
Currently 3.93% 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