Ownership history in HRT FINANCIAL LP Β· 12 quarters on record
This page tracks every 13F SEC filing in which HRT FINANCIAL LP 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 HRT FINANCIAL LP underperformed the S&P 500 by β26.3% annually on this SPIB position. Timing score: 27% (3/11 decisions correct). Average cost basis: $30.10. Maximum drawdown during holding period: β7.9%.
β Significantly underperformed the S&P 500 by 26.3% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 11 add/trim decisions correct
Best entry: $28.48 (2023 Q2) Β· Worst: $31.54 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 5 trims. Bought during 3 of 4 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% 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