Ownership history in W ADVISORS, LLC Β· 14 quarters on record
This page tracks every 13F SEC filing in which W ADVISORS, LLC reported a position in SPDR S&P 500 ETF TR (SPY). 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 W ADVISORS, LLC outperformed the S&P 500 by +0.0% annually on this SPY position. Timing score: 64% (7/11 decisions correct). Average cost basis: $435.37. Maximum drawdown during holding period: β4.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
13 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
7 of 11 add/trim decisions correct
Best entry: $358.52 (2022 Q2) Β· Worst: $612.65 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 6 trims. Bought during 2 of 3 down-price quarters. π More buys than sells across the holding period.
π W ADVISORS, LLC has been actively increasing its SPY allocation β a bullish signal from insiders.
Currently 2.87% 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