Ownership history in Whitcomb & Hess, Inc. Β· 19 quarters on record
This page tracks every 13F SEC filing in which Whitcomb & Hess, Inc. reported a position in SPDR SER TR (SPYG). 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 Whitcomb & Hess, Inc. outperformed the S&P 500 by +5.5% annually on this SPYG position. Timing score: 44% (8/18 decisions correct). Average cost basis: $59.54. Maximum drawdown during holding period: β30.4%.
π₯ Exceptional β beat the S&P 500 by 5.5% per year on this position.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
8 of 18 add/trim decisions correct
Best entry: $48.67 (2022 Q3) Β· Worst: $79.29 (2024 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 10 trims. Bought during 4 of 5 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 8.79% 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