Ownership history in Covestor Ltd Β· 15 quarters on record
This page tracks every 13F SEC filing in which Covestor Ltd reported a position in SELECT SECTOR SPDR TR SBI CONS STPLS (XLP). 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 Covestor Ltd underperformed the S&P 500 by β8.8% annually on this XLP position. Timing score: 57% (8/14 decisions correct). Average cost basis: $69.43. Maximum drawdown during holding period: β11.8%.
β Significantly underperformed the S&P 500 by 8.8% ann.
14 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 14 add/trim decisions correct
Best entry: $64.30 (2023 Q3) Β· Worst: $79.47 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 7 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