Ownership history in Snider Financial Group Β· 7 quarters on record
This page tracks every 13F SEC filing in which Snider Financial Group reported a position in SPDR SER TR (SPYV). 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 Snider Financial Group underperformed the S&P 500 by β7.8% annually on this SPYV position. Timing score: 80% (4/5 decisions correct). Average cost basis: $51.82. Maximum drawdown during holding period: β2.6%.
β Significantly underperformed the S&P 500 by 7.8% ann.
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 5 add/trim decisions correct
Best entry: $50.01 (2024 Q4) Β· Worst: $56.60 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.03% 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.