Ownership history in ODonnell Financial Services, LLC Β· 18 quarters on record
This page tracks every 13F SEC filing in which ODonnell Financial Services, LLC reported a position in SPDR SER TR (SPLG). 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 ODonnell Financial Services, LLC outperformed the S&P 500 by +0.1% annually on this SPLG position. Timing score: 64% (9/14 decisions correct). Average cost basis: $55.22. Maximum drawdown during holding period: β23.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
17 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
9 of 14 add/trim decisions correct
Best entry: $47.33 (2021 Q3) Β· Worst: $80.02 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 7 trims. Bought during 1 of 5 down-price quarters. π More buys than sells across the holding period.
π ODonnell Financial Services, LLC has been actively increasing its SPLG allocation β a bullish signal from insiders.
Currently 21.03% 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