Ownership history in Spire Wealth Management Β· 19 quarters on record
This page tracks every 13F SEC filing in which Spire Wealth Management reported a position in GLOBAL X FDS (NORW). 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 β7.5% annually on this NORW position. Timing score: 50% (6/12 decisions correct). Average cost basis: $27.01. Maximum drawdown during holding period: β30.1%.
β Significantly underperformed the S&P 500 by 7.5% ann.
18 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
6 of 12 add/trim decisions correct
Best entry: $18.52 (2022 Q3) Β· Worst: $28.84 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 7 trims. Bought during 1 of 7 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