Ownership history in Collaborative Wealth Managment Inc. Β· 17 quarters on record
This page tracks every 13F SEC filing in which Collaborative Wealth Managment Inc. reported a position in SPDR SER TR (HYMB). 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 Collaborative Wealth Managment Inc. underperformed the S&P 500 by β11.9% annually on this HYMB position. Timing score: 50% (8/16 decisions correct). Average cost basis: $22.89. Maximum drawdown during holding period: β18.4%.
β Significantly underperformed the S&P 500 by 11.9% ann.
16 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
8 of 16 add/trim decisions correct
Best entry: $20.61 (2022 Q3) Β· Worst: $25.27 (2021 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
15 adds Β· 2 trims. Bought during 7 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.82% 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