Ownership history in WS MANAGEMENT LLLP Β· 24 quarters on record
This page tracks every 13F SEC filing in which WS MANAGEMENT LLLP reported a position in SPDR SERIES TRUST (XBI). 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 WS MANAGEMENT LLLP underperformed the S&P 500 by β11.7% annually on this XBI position. Timing score: 67% (12/18 decisions correct). Average cost basis: $86.92. Maximum drawdown during holding period: β25.1%.
β Significantly underperformed the S&P 500 by 11.7% ann.
22 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
12 of 18 add/trim decisions correct
Best entry: $71.19 (2018 Q4) Β· Worst: $121.93 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 9 trims. Bought during 5 of 8 down-price quarters. π More buys than sells across the holding period.
π WS MANAGEMENT LLLP has been actively increasing its XBI allocation β a bullish signal from insiders.
Currently 1.3% 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