Ownership history in Marathon Mission, Inc. Β· 11 quarters on record
This page tracks every 13F SEC filing in which Marathon Mission, Inc. reported a position in SPDR SER TR (SLYV). 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 Marathon Mission, Inc. underperformed the S&P 500 by β9.3% annually on this SLYV position. Timing score: 30% (3/10 decisions correct). Average cost basis: $73.90. Maximum drawdown during holding period: β9.7%.
β Significantly underperformed the S&P 500 by 9.3% ann.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 10 add/trim decisions correct
Best entry: $68.30 (2023 Q3) Β· Worst: $90.56 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 4 trims. Bought during 1 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 2.84% 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.