Ownership history in Widmann Financial Services, Inc. Β· 17 quarters on record
This page tracks every 13F SEC filing in which Widmann Financial Services, Inc. reported a position in SPDR S&P 500 ETF Trust (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 Widmann Financial Services, Inc. outperformed the S&P 500 by +0.0% annually on this SPY position. Timing score: 46% (6/13 decisions correct). Average cost basis: $425.82. Maximum drawdown during holding period: β23.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
16 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
6 of 13 add/trim decisions correct
Best entry: $340.84 (2022 Q3) Β· Worst: $680.06 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 6 trims. Bought during 1 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.32% 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