Ownership history in FLC Capital Advisors Β· 5 quarters on record
This page tracks every 13F SEC filing in which FLC Capital Advisors reported a position in SPDR SER TR (SPTL). 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 FLC Capital Advisors underperformed the S&P 500 by β132.8% annually on this SPTL position. Timing score: 25% (1/4 decisions correct). Average cost basis: $25.96. Maximum drawdown during holding period: β35.0%.
β Significantly underperformed the S&P 500 by 132.8% ann.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $25.78 (2025 Q2) Β· Worst: $39.64 (2020 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 0 trims. Bought during 3 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π FLC Capital Advisors has been actively increasing its SPTL allocation β a bullish signal from insiders.
Currently 2.99% 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