Ownership history in Hofer & Associates. Inc Β· 14 quarters on record
This page tracks every 13F SEC filing in which Hofer & Associates. Inc reported a position in SPDR SER TR (SPIB). 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 Hofer & Associates. Inc underperformed the S&P 500 by β15.5% annually on this SPIB position. Timing score: 54% (7/13 decisions correct). Average cost basis: $27.45. Maximum drawdown during holding period: β1.4%.
β Significantly underperformed the S&P 500 by 15.5% ann.
13 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
7 of 13 add/trim decisions correct
Best entry: $27.07 (2022 Q3) Β· Worst: $33.57 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 5 trims. Bought during 3 of 3 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.9% 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