Ownership history in Midwest Trust Co Β· 3 quarters on record
This page tracks every 13F SEC filing in which Midwest Trust Co reported a position in SPDR S&P 500 ETF TR (SPY). 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 Midwest Trust Co outperformed the S&P 500 by +0.0% annually on this SPY position. Average cost basis: $613.58. Maximum drawdown during holding period: β0.0%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
2 quarters analyzed
Best entry: $612.65 (2025 Q2) Β· Worst: $680.06 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 0 trims. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.06% 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