Ownership history in Friedenthal Financial Β· 13 quarters on record
This page tracks every 13F SEC filing in which Friedenthal Financial reported a position in SPDR Series Tr (XOP). 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 Friedenthal Financial underperformed the S&P 500 by β16.4% annually on this XOP position. Timing score: 40% (4/10 decisions correct). Average cost basis: $232.55. Maximum drawdown during holding period: β89.2%.
β Significantly underperformed the S&P 500 by 16.4% ann.
12 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 10 add/trim decisions correct
Best entry: $28.55 (2020 Q1) Β· Worst: $265.28 (2014 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 5 trims. Bought during 2 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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