Ownership history in Etesian Wealth Advisors, Inc. Β· 10 quarters on record
This page tracks every 13F SEC filing in which Etesian Wealth Advisors, Inc. reported a position in SPDR S&P 500 ETF TR (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 Etesian Wealth Advisors, Inc. outperformed the S&P 500 by +-0.0% annually on this SPY position. Timing score: 62% (5/8 decisions correct). Average cost basis: $582.36. Maximum drawdown during holding period: β4.3%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
8 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
5 of 8 add/trim decisions correct
Best entry: $533.00 (2024 Q2) Β· Worst: $680.06 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 2 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 3.05% 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