Ownership history in SUMMIT SECURITIES GROUP LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which SUMMIT SECURITIES GROUP LLC reported a position in SPDR SERIES TRUST (XOP). 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 SUMMIT SECURITIES GROUP LLC underperformed the S&P 500 by β18.4% annually on this XOP position. Timing score: 40% (4/10 decisions correct). Average cost basis: $120.67. Maximum drawdown during holding period: β4.8%.
β Significantly underperformed the S&P 500 by 18.4% ann.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 10 add/trim decisions correct
Best entry: $86.18 (2021 Q2) Β· Worst: $130.72 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 5 trims. Bought during 1 of 2 down-price quarters. π More buys than sells across the holding period.
π SUMMIT SECURITIES GROUP LLC has been actively increasing its XOP allocation β a bullish signal from insiders.
Currently 1.77% 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