Ownership history in IAM Advisory, LLC Β· 4 quarters on record
This page tracks every 13F SEC filing in which IAM Advisory, LLC reported a position in SELECT SECTOR SPDR TR (XLF). 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 IAM Advisory, LLC underperformed the S&P 500 by β14.4% annually on this XLF position. Timing score: 67% (2/3 decisions correct). Average cost basis: $49.11. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 14.4% ann.
3 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $49.05 (2025 Q1) Β· Worst: $54.49 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 1 trim. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.12% 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