Ownership history in Crew Capital Management, Ltd Β· 20 quarters on record
This page tracks every 13F SEC filing in which Crew Capital Management, Ltd reported a position in SELECT SECTOR SPDR TR (XLK). 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 Crew Capital Management, Ltd outperformed the S&P 500 by +5.8% annually on this XLK position. Timing score: 56% (10/18 decisions correct). Average cost basis: $108.79. Maximum drawdown during holding period: β31.2%.
π₯ Exceptional β beat the S&P 500 by 5.8% per year on this position.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
10 of 18 add/trim decisions correct
Best entry: $63.92 (2021 Q1) Β· Worst: $143.79 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 12 trims. Bought during 2 of 6 down-price quarters. π Predominantly trimming β distribution phase.
π Crew Capital Management, Ltd has been actively increasing its XLK allocation β a bullish signal from insiders.
Currently 4.13% 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