Ownership history in Signify Wealth Β· 6 quarters on record
This page tracks every 13F SEC filing in which Signify Wealth reported a position in SPDR S&P 500 ETF TR (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 Signify Wealth outperformed the S&P 500 by +0.0% annually on this SPY position. Timing score: 75% (3/4 decisions correct). Average cost basis: $503.57. Maximum drawdown during holding period: β0.0%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
4 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct
Best entry: $462.58 (2023 Q4) Β· Worst: $577.70 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 1 trim. π Consistently bullish β fund kept accumulating this position.
π Signify Wealth has been actively increasing its SPY allocation β a bullish signal from insiders.
Currently 7.7% 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