Ownership history in Granite FO LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which Granite FO LLC reported a position in SPDR S&P MIDCAP 400 ETF TR (MDY). 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 Granite FO LLC underperformed the S&P 500 by β9.5% annually on this MDY position. Timing score: 60% (3/5 decisions correct). Average cost basis: $569.02. Maximum drawdown during holding period: β6.1%.
β Significantly underperformed the S&P 500 by 9.5% ann.
5 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
3 of 5 add/trim decisions correct
Best entry: $527.12 (2025 Q1) Β· Worst: $601.80 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Granite FO LLC has been actively increasing its MDY allocation β a bullish signal from insiders.
Currently 5.35% 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