Ownership history in COMMONWEALTH EQUITY SERVICES, LLC Β· 24 quarters on record
This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in SPDR SERIES TRUST (XSW). 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 COMMONWEALTH EQUITY SERVICES, LLC outperformed the S&P 500 by +0.7% annually on this XSW position. Timing score: 43% (10/23 decisions correct). Average cost basis: $90.30. Maximum drawdown during holding period: β37.6%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
23 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
10 of 23 add/trim decisions correct
Best entry: $73.63 (2018 Q4) Β· Worst: $197.76 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
13 adds Β· 11 trims. Bought during 4 of 8 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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