Ownership history in CMC Financial Group Β· 7 quarters on record
This page tracks every 13F SEC filing in which CMC Financial Group reported a position in SPDR SERIES TRUST (BIL). 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 CMC Financial Group underperformed the S&P 500 by β11.6% annually on this BIL position. Timing score: 50% (2/4 decisions correct). Average cost basis: $86.38. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 11.6% ann.
5 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $86.24 (2024 Q3) Β· Worst: $89.99 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 3 trims. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.98% 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.