Ownership history in Certified Advisory Corp Β· 28 quarters on record
This page tracks every 13F SEC filing in which Certified Advisory Corp reported a position in SPDR S&P WORLD EX-US (SPDW). 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 Certified Advisory Corp underperformed the S&P 500 by β6.8% annually on this SPDW position. Timing score: 45% (10/22 decisions correct). Average cost basis: $32.45. Maximum drawdown during holding period: β27.8%.
β Significantly underperformed the S&P 500 by 6.8% ann.
26 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
10 of 22 add/trim decisions correct
Best entry: $20.05 (2020 Q1) Β· Worst: $42.03 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
19 adds Β· 5 trims. Bought during 8 of 9 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.15% 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