Ownership history in RVW Wealth, LLC Β· 23 quarters on record
This page tracks every 13F SEC filing in which RVW Wealth, LLC reported a position in SPDR SERIES TRUST PORTFOLIO TL STK ETF (SPTM). 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 RVW Wealth, LLC underperformed the S&P 500 by β0.2% annually on this SPTM position. Timing score: 45% (10/22 decisions correct). Average cost basis: $52.48. Maximum drawdown during holding period: β23.6%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
22 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
10 of 22 add/trim decisions correct
Best entry: $34.78 (2020 Q2) Β· Worst: $70.34 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 12 trims. Bought during 3 of 5 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.94% 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.