Ownership history in Spire Wealth Management Β· 6 quarters on record
This page tracks every 13F SEC filing in which Spire Wealth Management reported a position in FIRST TR EXCHANGE TRADED FD (LEGR). 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 Spire Wealth Management underperformed the S&P 500 by β11.0% annually on this LEGR position. Timing score: 40% (2/5 decisions correct). Average cost basis: $37.78. Maximum drawdown during holding period: β20.7%.
β Significantly underperformed the S&P 500 by 11.0% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $37.77 (2021 Q2) Β· Worst: $39.34 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 4 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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