Ownership history in West Wealth Group, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which West Wealth Group, LLC reported a position in SPDR INDEX SHS FDS (SPEM). 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 West Wealth Group, LLC outperformed the S&P 500 by +1.5% annually on this SPEM position. Timing score: 100% (6/6 decisions correct). Average cost basis: $41.46. Maximum drawdown during holding period: β5.6%.
β
Outperformed SPY on this position by 1.5% ann.
6 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
6 of 6 add/trim decisions correct
Best entry: $36.01 (2024 Q2) Β· Worst: $46.81 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π West Wealth Group, LLC has been actively increasing its SPEM allocation β a bullish signal from insiders.
Currently 5.12% 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