Ownership history in Cypress Wealth Services, LLC Β· 20 quarters on record
This page tracks every 13F SEC filing in which Cypress Wealth Services, LLC reported a position in SPDR SER TR (SPLG). 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 Cypress Wealth Services, LLC outperformed the S&P 500 by +0.1% annually on this SPLG position. Timing score: 63% (12/19 decisions correct). Average cost basis: $52.96. Maximum drawdown during holding period: β23.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
19 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
12 of 19 add/trim decisions correct
Best entry: $40.01 (2022 Q3) Β· Worst: $80.02 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
12 adds Β· 8 trims. Bought during 3 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 4.08% 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