Ownership history in Ted Buchan & Co Β· 7 quarters on record
This page tracks every 13F SEC filing in which Ted Buchan & Co reported a position in SPDR SER TR (XME). 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 Ted Buchan & Co outperformed the S&P 500 by +30.8% annually on this XME position. Timing score: 40% (2/5 decisions correct). Average cost basis: $65.97. Maximum drawdown during holding period: β11.9%.
π₯ Exceptional β beat the S&P 500 by 30.8% per year on this position.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $55.75 (2025 Q1) Β· Worst: $103.55 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 1 trim. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Ted Buchan & Co has been actively increasing its XME allocation β a bullish signal from insiders.
Currently 2.89% 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.