Ownership history in Focus Partners Wealth Β· 10 quarters on record
This page tracks every 13F SEC filing in which Focus Partners Wealth reported a position in STANDARD & POORS DEPOSITARY RE COM (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 Focus Partners Wealth outperformed the S&P 500 by +-0.0% annually on this SPY position. Timing score: 50% (4/8 decisions correct). Average cost basis: $623.58. Maximum drawdown during holding period: β4.3%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
8 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
4 of 8 add/trim decisions correct
Best entry: $510.64 (2024 Q1) Β· Worst: $680.06 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 3 trims. Bought during 0 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Focus Partners Wealth has been actively increasing its SPY allocation β a bullish signal from insiders.
Currently 1.83% 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