John Yogi Spence is President & VP at XAI Octagon Floating Rate & Alternative Income Trust (XFLT). They have made 56 open-market trades across 5 companies since 2017, most recently 2026-09-01.
CIK 0001718133
30 open-market purchases totalling $926K since 2017, against 26 sales. Across 28 scored buys the stock is up 13.7% at ninety days, and 7.8 points ahead of the S&P over the same stretch.
28 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| XFLT | 561,791 | $10.2M |
| AIRJ | 67,548 | $208K |
| MCN | 2,000 | $11K |
| PrivateUnlisted | 10,388 | — |
| OCTIX | 59 | — |
| Total | $10.4M |
Shares reported on the most recent Form 4, priced at the 2026-09-03 close. 2 holdings could not be priced and are excluded from the total.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 46% | 54% | 46% |
| Avg Move | -4.3% | +8.4% | +13.7% |
| Alpha | -4.2% | +6.8% | +7.8% |
| Scored | 28 | 28 | 28 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| PrivateEvanston Multi-Alpha Fund | BUY | 2026-09-01 | 2026-09-03 | $9.63 | $100K | N/A | N/A | — |
| XFLT | BUY | 2026-02-19 | 2026-02-19 | $3.90 | $20K | -12.9% | +304.6% | +388.1% |
| XFLT | BUY | 2025-02-21 | 2025-02-21 | $6.38 | $13K | +0.3% | -6.2% | -11.4% |
| XFLT | BUY | 2025-02-19 | 2025-02-19 | $6.41 | $19K | +0.6% | -5.8% | -11.6% |
| OCTIX | BUY | 2024-12-31 | 2025-01-07 | $25.83 | $27K | N/A | N/A | N/A |
| XFLT | BUY | 2024-12-19 | 2024-12-20 | $6.50 | $13K | +2.1% | -4.5% | -9.0% |
| MCN | BUY | 2024-12-19 | 2024-12-19 | $6.62 | $17K | +3.1% | +2.3% | -6.0% |
| AIRJ | BUY | 2024-09-18 | 2024-10-21 | $8.50 | $250K | -10.7% | +23.5% | +38.1% |
| XFLT | BUY | 2024-05-09 | 2024-05-10 | $7.13 | $49K | -1.0% | -0.3% | -2.8% |
| XFLT | BUY | 2023-12-12 | 2023-12-13 | $7.05 | $6K | +1.6% | +2.6% | +1.0% |
| XFLT | BUY | 2023-12-05 | 2023-12-06 | $6.89 | $41K | +0.9% | +3.3% | +2.3% |
| XFLT | BUY | 2023-11-13 | 2023-11-16 | $7.08 | $2K | -2.4% | +0.1% | +5.5% |
| XFLT | BUY | 2022-12-22 | 2022-12-23 | $6.33 | $3K | -0.3% | +3.7% | -5.2% |
| XFLT | BUY | 2022-11-11 | 2022-11-15 | $6.67 | $20K | +4.5% | +1.4% | +9.2% |
| XFLT | BUY | 2022-11-10 | 2022-11-14 | $6.64 | $13K | +1.1% | -0.3% | +6.7% |
| XFLT | BUY | 2022-11-08 | 2022-11-09 | $6.51 | $39K | -4.9% | +0.9% | +4.4% |
| XFLT | BUY | 2022-11-03 | 2022-11-09 | $6.39 | $26K | -4.9% | +0.9% | +4.4% |
| XFLT | BUY | 2022-09-23 | 2022-09-23 | $6.23 | $19K | +2.1% | -1.6% | +3.9% |
| XFLT | BUY | 2022-09-02 | 2022-09-02 | $6.99 | $14K | -0.7% | -13.0% | -3.3% |
| XFLT | BUY | 2022-08-19 | 2022-08-22 | $7.16 | $14K | -3.6% | -6.4% | -13.3% |
| XFLT | BUY | 2021-12-20 | 2021-12-20 | $8.53 | $34K | +4.3% | +4.4% | +0.8% |
| XFLT | BUY | 2021-07-21 | 2021-07-21 | $8.50 | $85K | +2.2% | +0.7% | +0.1% |
| XFLT | BUY | 2020-03-16 | 2020-03-16 | $5.69 | $17K | -15.2% | -19.1% | -1.1% |
| XFLT | BUY | 2020-03-12 | 2020-03-13 | $5.93 | $11K | -22.8% | -11.9% | -2.0% |
| XFLT | BUY | 2020-03-12 | 2020-03-12 | $5.80 | $3K | -32.4% | -20.4% | -5.1% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.