Ownership history in SPIREPOINT PRIVATE CLIENT, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which SPIREPOINT PRIVATE CLIENT, LLC reported a position in SELECT SECTOR SPDR TR (XLK). 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 SPIREPOINT PRIVATE CLIENT, LLC outperformed the S&P 500 by +2.1% annually on this XLK position. Timing score: 67% (4/6 decisions correct). Average cost basis: $140.82. Maximum drawdown during holding period: β11.0%.
β
Outperformed SPY on this position by 2.1% ann.
6 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 6 add/trim decisions correct
Best entry: $102.65 (2025 Q1) Β· Worst: $143.79 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 0 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π SPIREPOINT PRIVATE CLIENT, LLC has been actively increasing its XLK allocation β a bullish signal from insiders.
Currently 1.7% 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