SPECTRUM ADVISORY SERVICES INC

HTTP://WWW.SPECTRUMADVISORY.COM ATLANTA, GA Investment Advisor

Spectrum Advisory Services is based out of Atlanta. Spectrum Advisory Services is a large advisory firm with More than 100 clients and discretionary assets under management (AUM) of $486,803,831 (Form ADV from 2016-03-30). Their last reported 13F filing for Q4 2015 included $249,912,000 in managed 13F securities and a top 10 holdings concentration of 24.96%. Spectrum Advisory Services's largest holding is Valspar Corp with shares held of 99,770. WhaleWisdom has at least 55 13F filings in our database for Spectrum Advisory Services.

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12/31/2015

13F Activity

  • Market Value$249,912,000
  • Prior Market Value$240,744,000
  • New Purchases7 stocks
  • Additional Purchases16 stocks
  • Sold out of6 stocks
  • Reduced holdings in57 stocks
  • Top 10 Holdings %24.96%
  • Turnover %:8.39%
  • Avg. Length Held Top20:12.75 quarters
  • Avg. Length Held Top10:12.30 quarters
  • Avg. Length Held All:15.99 quarters

12/31/2015

13F Sector Allocation Over Time

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Market Value Over Time

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Backtest Performance

Top 20 equal-weighted holdings. Last updated on 2016-04-19

Performance for Q4 2015: 10.25%
Performance Last 4 Quarters: 1.6%

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13F Filings Available:
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR/A (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SPECTRUM ADVISORY SERVICES INC.
1050 CROWN POINTE PARKWAY SUITE 750
ATLANTA GA    30338
Country: United States

Business Phone: 770-393-8725
Fax: 770-393-8223
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Corporation
Organized in: GA
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients:
Amount of client funds and securities by related persons: 45,000
Total Number of clients from related persons: 6
Disclosures:
Data above was derived from SEC filings.

Schedule 13D and 13G events since 12/31/2015

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Form 4 - Non-derivative Insider Transactions Since 12/31/2015

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