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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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOI
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 $1.69B AUM 19.12% 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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Cutler Group's SPDW Position: Q1 2024 in Review

Cutler Group sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2024, closing a stake of 1,500 shares — an estimated $51.5K sold.

Cutler Group first reported a position in SPDW in Q1 2016 and held it in 5 quarters. The position peaked at $63K in Q1 2016. 853 funds tracked by Wall St. Rank hold SPDW as of Q1 2024.

  • Cutler Group reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 1,500 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2024, an estimated $51.5K.
  • Cutler Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2016 and held it in 5 quarters.
  • Cutler Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $63K in Q1 2016.
  • 853 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.