Ownership history in Solutions 4 Wealth, Ltd Β· 9 quarters on record
This page tracks every 13F SEC filing in which Solutions 4 Wealth, Ltd 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 Solutions 4 Wealth, Ltd outperformed the S&P 500 by +0.0% annually on this SPY position. Timing score: 57% (4/7 decisions correct). Average cost basis: $621.16. Maximum drawdown during holding period: β4.3%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
7 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 7 add/trim decisions correct
Best entry: $563.66 (2024 Q3) Β· Worst: $662.41 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 5 trims. Bought during 0 of 1 down-price quarters. π Predominantly trimming β distribution phase.
π Solutions 4 Wealth, Ltd has been actively increasing its SPY allocation β a bullish signal from insiders.
Currently 1.21% 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