BWZ β€” SPDR Short International

Ownership history in LAM GROUP, INC.  Β·  10 quarters on record

This page tracks every 13F SEC filing in which LAM GROUP, INC. reported a position in SPDR Short International (BWZ). 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.

πŸ” Peak position
0.75% (2025 Q4)
πŸ“Š Avg. % of fund
0.08%
πŸ“… First filed
2022 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
10

Position Intelligence

LAM GROUP, INC. Γ— BWZ AI Analytics

πŸ“‰ LAM GROUP, INC. underperformed the S&P 500 by –24.9% annually on this BWZ position. Timing score: 62% (5/8 decisions correct). Average cost basis: $27.32. Maximum drawdown during holding period: –7.2%.

πŸ“ˆ Position Alpha vs SPY
-24.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 24.9% ann.
8 quarters analyzed

⏱️ Timing Score
62%

βœ… Decent timing β€” more right than wrong on entries and exits.
5 of 8 add/trim decisions correct

πŸ’° Entry Quality
$27.32
+0.0% vs current ($27.32)

Best entry: $24.74 (2024 Q4)  Β·  Worst: $27.32 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–7.2%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
40%
buy-side decisions

4 adds Β· 6 trims. Bought during 2 of 5 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ LAM GROUP, INC. has been actively increasing its BWZ allocation β€” a bullish signal from insiders.
Currently 0.75% of portfolio

⚠ 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.

% of Fund (quarterly)    BWZ price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 48,025 +47,835 +25176.3% 0.75% $1.3M $27.32
2024 Q4 ADDED 190 +10 +5.6% 0.00% $5K $24.74
2024 Q3 REDUCED 180 -25 -12.2% 0.00% $5K $26.66
2024 Q2 REDUCED 205 -5 -2.4% 0.00% $5K $24.67
2024 Q1 REDUCED 210 -25 -10.6% 0.00% $6K $25.22
2023 Q4 REDUCED 235 -410 -63.6% 0.01% $6K $26.12
2023 Q3 REDUCED 645 -35 -5.1% 0.02% $17K $24.40
2023 Q2 ADDED 680 +5 +0.7% 0.02% $18K $25.18
2023 Q1 REDUCED 675 -20 -2.9% 0.02% $18K $25.61
2022 Q4 INITIATED 695 β€” β€” 0.02% $19K β€”

🏒 Other funds also holding BWZ

As of 2025 Q4 β€” sorted by position size

Clarity Asset Management, Inc. 3.95% DMC Group, LLC 3Y 3.03% Almanack Investment Partners, LLC. 3Y 7Y 2.46% Financial Management Professionals, Inc. 3Y 7Y 2.44% Quent Capital, LLC 3Y 1.99% Park Edge Advisors, LLC 1.34% Walkner Condon Financial Advisors LLC 3Y 0.89% Checchi Capital Advisers, LLC 3Y 7Y 0.83% STUDIO INVESTMENT MANAGEMENT LLC 3Y 0.35% Trademark Financial Management, LLC 0.35%
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