Ownership history in WOOSTER CORTHELL WEALTH MANAGEMENT, INC. Β· 7 quarters on record
This page tracks every 13F SEC filing in which WOOSTER CORTHELL WEALTH MANAGEMENT, INC. reported a position in SPDR SER TR (BILS). 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 WOOSTER CORTHELL WEALTH MANAGEMENT, INC. underperformed the S&P 500 by β10.6% annually on this BILS position. Timing score: 100% (5/5 decisions correct). Average cost basis: $95.23. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 10.6% ann.
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 5 add/trim decisions correct
Best entry: $91.05 (2024 Q1) Β· Worst: $96.57 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 0 trims. π Consistently bullish β fund kept accumulating this position.
π WOOSTER CORTHELL WEALTH MANAGEMENT, INC. has been actively increasing its BILS allocation β a bullish signal from insiders.
Currently 1.35% 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