Cutler Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Cutler Group’s Portfolio SPDW Stock Details SPDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,500	Closed	-$51.5K	–	3489
2023 Q4	$51K	Buy	+1,500	New	+$47.6K	﹤0.01%	1446
2023 Q1	–	Sell	-100	Closed	-$2K	–	4655
2022 Q4	$2K	Buy	+100	New	+$2.87K	﹤0.01%	3772
2016 Q4	–	Sell	-553	Closed	-$14K	–	7252
2016 Q3	$14K	Sell	553 -1,339	-71%	-$34.7K	﹤0.01%	3819
2016 Q2	$47K	Sell	1,892 -608	-24%	-$15.5K	﹤0.01%	2420
2016 Q1	$63K	Buy	+2,500	New	+$60.5K	﹤0.01%	2079

Other funds holding SPDW

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return