Ownership history in Crane Advisory, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which Crane Advisory, LLC reported a position in SPDR SER TR (SPTS). 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 Crane Advisory, LLC underperformed the S&P 500 by β18.1% annually on this SPTS position. Timing score: 60% (6/10 decisions correct). Average cost basis: $26.21. Maximum drawdown during holding period: β0.7%.
β Significantly underperformed the S&P 500 by 18.1% ann.
10 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 10 add/trim decisions correct
Best entry: $25.74 (2023 Q2) Β· Worst: $29.09 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 3 trims. Bought during 1 of 1 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 4.33% 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