Ownership history in HANSEATIC MANAGEMENT SERVICES INC Β· 23 quarters on record
This page tracks every 13F SEC filing in which HANSEATIC MANAGEMENT SERVICES INC reported a position in SPDR Cons Staples Slct (XLP). 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 HANSEATIC MANAGEMENT SERVICES INC underperformed the S&P 500 by β16.6% annually on this XLP position. Timing score: 41% (7/17 decisions correct). Average cost basis: $63.36. Maximum drawdown during holding period: β13.0%.
β Significantly underperformed the S&P 500 by 16.6% ann.
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 17 add/trim decisions correct
Best entry: $46.46 (2020 Q1) Β· Worst: $68.85 (2023 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 12 trims. Bought during 2 of 8 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.82% 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