Ownership history in HBW ADVISORY SERVICES LLC Β· 26 quarters on record
This page tracks every 13F SEC filing in which HBW ADVISORY SERVICES LLC reported a position in SPDR SERIES TRUST (SPTM). 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 HBW ADVISORY SERVICES LLC underperformed the S&P 500 by β0.3% annually on this SPTM position. Timing score: 71% (17/24 decisions correct). Average cost basis: $52.34. Maximum drawdown during holding period: β23.6%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
25 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
17 of 24 add/trim decisions correct
Best entry: $33.26 (2019 Q3) Β· Worst: $80.17 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
17 adds Β· 8 trims. Bought during 2 of 6 down-price quarters. π More buys than sells across the holding period.
π HBW ADVISORY SERVICES LLC has been actively increasing its SPTM allocation β a bullish signal from insiders.
Currently 1.81% 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.