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Cutler Group’s S&P Global SPGI Stock Holding History

Cutler Group’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-300
Closed -$110K – 4149
2023
Q1 		$103K Buy
+300
New +$106K 0.01% 968
2022
Q3 		– Sell
-1,048
Closed -$375K – 5482
2022
Q2 		$353K Buy
+1,048
New +$374K 0.02% 690
2022
Q1 		– Sell
-1,390
Closed -$566K – 5996
2021
Q4 		$655K Sell
1,390
-9,700
-87% -$4.44M 0.03% 623
2021
Q3 		$4.71M Buy
+11,090
New +$4.81M 0.21% 93
2021
Q1 		– Sell
-267
Closed -$88.9K – 6228
2020
Q4 		$87K Sell
267
-1,736
-87% -$586K ﹤0.01% 1626
2020
Q3 		$722K Sell
2,003
-1,600
-44% -$565K 0.04% 409
2020
Q2 		$1.19M Buy
+3,603
New +$1.08M 0.08% 262
2020
Q1 		– Sell
-1,331
Closed -$365K – 4609
2019
Q4 		$363K Buy
+1,331
New +$346K 0.02% 564
2019
Q1 		– Sell
-2,544
Closed -$493K – 4697
2018
Q4 		$432K Sell
2,544
-4,298
-63% -$770K 0.04% 377
2018
Q3 		$1.34M Buy
6,842
+5,928
+649% +$1.22M 0.09% 198
2018
Q2 		$186K Buy
+914
New +$181K 0.01% 810
2018
Q1 		– Sell
-12,134
Closed -$2.24M – 5153
2017
Q4 		$2.06M Buy
12,134
+7,936
+189% +$1.3M 0.08% 169
2017
Q3 		$656K Buy
4,198
+3,998
+1,999% +$608K 0.02% 516
2017
Q2 		$29K Sell
200
-1,243
-86% -$173K ﹤0.01% 3043
2017
Q1 		$188K Buy
1,443
+629
+77% +$78.2K 0.01% 1242
2016
Q4 		$87K Sell
814
-645
-44% -$77.1K ﹤0.01% 2030
2016
Q3 		$184K Buy
1,459
+196
+16% +$23.5K 0.01% 1287
2016
Q2 		$135K Buy
+1,263
New +$136K 0.01% 1435

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cutler Group's SPGI Position: Q2 2023 in Review

Cutler Group sold out of S&P Global (SPGI) in Q2 2023, closing a stake of 300 shares — an estimated $110K sold.

Cutler Group first reported a position in SPGI in Q2 2016 and held it in 18 quarters. The position peaked at $4.71M in Q3 2021. 1,620 funds tracked by Wall St. Rank hold SPGI as of Q2 2023.

  • Cutler Group reported no remaining S&P Global position as of Q2 2023 after selling out during the quarter.
  • Cutler Group sold 300 S&P Global shares in Q2 2023, an estimated $110K.
  • Cutler Group first reported a position in S&P Global in Q2 2016 and held it in 18 quarters.
  • Cutler Group's S&P Global position peaked at $4.71M in Q3 2021.
  • 1,620 funds tracked by Wall St. Rank held S&P Global as of Q2 2023.

Based on Cutler Group's 13F filing for Q2 2023, filed 18 Jul 2023.