Ownership history in Drexel Morgan & Co. Β· 61 quarters on record
This page tracks every 13F SEC filing in which Drexel Morgan & Co. reported a position in SPDR S&P 500 ETF TRUST TR UNIT (SPY). 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 Drexel Morgan & Co. outperformed the S&P 500 by +-0.0% annually on this SPY position. Timing score: 50% (17/34 decisions correct). Average cost basis: $296.07. Maximum drawdown during holding period: β23.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
60 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
17 of 34 add/trim decisions correct
Best entry: $95.94 (2010 Q4) Β· Worst: $612.65 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
21 adds Β· 13 trims. Bought during 6 of 12 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.16% 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