Ownership history in FSA Wealth Management LLC Β· 23 quarters on record
This page tracks every 13F SEC filing in which FSA Wealth Management LLC reported a position in SPDR SERIES TRUST S&P DIVID ETF (SDY). 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 FSA Wealth Management LLC underperformed the S&P 500 by β15.3% annually on this SDY position. Timing score: 57% (12/21 decisions correct). Average cost basis: $88.90. Maximum drawdown during holding period: β25.1%.
β Significantly underperformed the S&P 500 by 15.3% ann.
9 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
12 of 21 add/trim decisions correct
Best entry: $68.28 (2020 Q1) Β· Worst: $132.12 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 16 trims. Bought during 2 of 9 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.29% 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