Ownership history in JOURNEY STRATEGIC WEALTH LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which JOURNEY STRATEGIC WEALTH LLC reported a position in SSGA ACTIVE TR (EMTL). 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 JOURNEY STRATEGIC WEALTH LLC underperformed the S&P 500 by β13.3% annually on this EMTL position. Timing score: 64% (7/11 decisions correct). Average cost basis: $37.18. Maximum drawdown during holding period: β1.5%.
β Significantly underperformed the S&P 500 by 13.3% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
7 of 11 add/trim decisions correct
Best entry: $35.07 (2023 Q1) Β· Worst: $42.86 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 3 trims. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.22% 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