Ownership history in Tempus Wealth Planning, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Tempus Wealth Planning, LLC reported a position in SPDR SER TR (RWR). 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 Tempus Wealth Planning, LLC underperformed the S&P 500 by β19.0% annually on this RWR position. Timing score: 0% (0/4 decisions correct). Average cost basis: $100.66. Maximum drawdown during holding period: β6.9%.
β Significantly underperformed the S&P 500 by 19.0% ann.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
0 of 4 add/trim decisions correct
Best entry: $95.44 (2025 Q1) Β· Worst: $100.66 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 3 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 0.06% 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