Advisory Alpha, LLC
Annual return '25
+11.6%
SPY '25
+17.7%
Alpha
-6.2ptsvs SPY
Invested
$3.7B
Holdings
544
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYG
SPDR SERIES TRUST
Q1 2026: Exited (was 3.50M shares)
7.9%
02
$SPYV
SPDR SERIES TRUST
Q1 2026: Exited (was 5.64M shares)
7.6%
03
$SCHM
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 8.36M shares)
6.1%
04
$SPDW
SPDR INDEX SHS FDS
Q1 2026: Exited (was 4.28M shares)
5.1%
05
$XLK
SELECT SECTOR SPDR TR
Q1 2026: Exited (was 1.17M shares)
4.4%
06
$SPSB
SPDR SERIES TRUST
Q1 2026: Exited (was 4.37M shares)
4.3%
07
$SCHA
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 3.98M shares)
3.1%
08
$SPHY
SPDR SERIES TRUST
Q1 2026: Exited (was 3.65M shares)
3.0%
09
$XLF
SELECT SECTOR SPDR TR
Q1 2026: Exited (was 1.29M shares)
2.6%
10
$SRLN
SSGA ACTIVE ETF TR
Q1 2026: Exited (was 1.80M shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:14 UTC.