Ownership history in Wall Capital Group, Inc. Β· 7 quarters on record
This page tracks every 13F SEC filing in which Wall Capital Group, Inc. reported a position in SPDR SER TR (SPYV). 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 Wall Capital Group, Inc. underperformed the S&P 500 by β9.2% annually on this SPYV position. Timing score: 83% (5/6 decisions correct). Average cost basis: $41.01. Maximum drawdown during holding period: β16.4%.
β Significantly underperformed the S&P 500 by 9.2% ann.
6 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 6 add/trim decisions correct
Best entry: $32.14 (2022 Q3) Β· Worst: $56.60 (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 Wall Capital Group, Inc. has been actively increasing its SPYV allocation β a bullish signal from insiders.
Currently 1.46% 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.