Ownership history in Executive Wealth Management, LLC Β· 25 quarters on record
This page tracks every 13F SEC filing in which Executive Wealth Management, LLC reported a position in SPDR SERIES TRUST (SPYG). 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 Executive Wealth Management, LLC outperformed the S&P 500 by +5.8% annually on this SPYG position. Timing score: 58% (14/24 decisions correct). Average cost basis: $50.19. Maximum drawdown during holding period: β30.4%.
π₯ Exceptional β beat the S&P 500 by 5.8% per year on this position.
7 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
14 of 24 add/trim decisions correct
Best entry: $30.33 (2018 Q4) Β· Worst: $72.27 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 14 trims. Bought during 0 of 5 down-price quarters. π Predominantly trimming β distribution phase.
π Executive Wealth Management, LLC has been actively increasing its SPYG allocation β a bullish signal from insiders.
Currently 2.73% 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