Ownership history in Passaic Partners LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which Passaic Partners LLC reported a position in SPDR SER TR (XHB). 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 Passaic Partners LLC underperformed the S&P 500 by β28.6% annually on this XHB position. Timing score: 43% (3/7 decisions correct). Average cost basis: $76.41. Maximum drawdown during holding period: β12.5%.
β Significantly underperformed the S&P 500 by 28.6% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 7 add/trim decisions correct
Best entry: $53.15 (2022 Q3) Β· Worst: $110.36 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 3 trims. Bought during 2 of 3 down-price quarters. π More buys than sells across the holding period.
π Passaic Partners LLC has been actively increasing its XHB allocation β a bullish signal from insiders.
Currently 3.07% 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