Ownership history in Phillips Wealth Planners LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which Phillips Wealth Planners LLC reported a position in SELECT SECTOR SPDR TR (XLF). 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 Phillips Wealth Planners LLC outperformed the S&P 500 by +4.2% annually on this XLF position. Timing score: 83% (5/6 decisions correct). Average cost basis: $49.24. Maximum drawdown during holding period: β0.0%.
β
Outperformed SPY on this position by 4.2% ann.
6 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 6 add/trim decisions correct
Best entry: $40.02 (2024 Q2) Β· Worst: $54.49 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 1 trim. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.35% 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