Ownership history in SIGNATUREFD, LLC Β· 86 quarters on record
This page tracks every 13F SEC filing in which SIGNATUREFD, LLC reported a position in Standard & Poors Dep Rec Tr UNIT SER 1 (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 SIGNATUREFD, LLC outperformed the S&P 500 by +-0.0% annually on this SPY position. Timing score: 48% (36/75 decisions correct). Average cost basis: $257.42. Maximum drawdown during holding period: β23.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
12 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
36 of 75 add/trim decisions correct
Best entry: $58.57 (2009 Q1) Β· Worst: $680.06 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
43 adds Β· 33 trims. Bought during 5 of 13 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.81% 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