Cutler Group’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Cutler Group’s Portfolio SPHD Stock Details SPHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,100	Closed	-$4K	–	5484
2022 Q2	$4K	Sell	3,100 -6,300	-67%	-$293K	﹤0.01%	3923
2022 Q1	$4K	Buy	9,400 +4,500	+92%	+$205K	﹤0.01%	4325
2021 Q4	$2K	Sell	4,900 -3,200	-40%	-$139K	﹤0.01%	4825
2021 Q3	$7K	Sell	8,100 -2,400	-23%	-$105K	﹤0.01%	4247
2021 Q2	$5K	Buy	10,500 +4,300	+69%	+$192K	﹤0.01%	4477
2021 Q1	$2K	Buy	6,200 +1,100	+22%	+$44.2K	﹤0.01%	5008
2020 Q4	$10K	Sell	5,100 -6,700	-57%	-$240K	﹤0.01%	3219
2020 Q3	$44K	Buy	11,800 +3,600	+44%	+$121K	﹤0.01%	1877
2020 Q2	$47K	Buy	8,200 +7,200	+720%	+$234K	﹤0.01%	1794
2020 Q1	$8K	Buy	+1,000	New	+$39.2K	﹤0.01%	2852
2017 Q2	–	Sell	-17,600	Closed	-$6K	–	7027
2017 Q1	$6K	Buy	+17,600	New	+$707K	﹤0.01%	4587

Other funds holding SPHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cutler Group's SPHD Position: Q1 2024 in Review

Cutler Group opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2024: 200 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #1392 among its holdings. This is a return to the name: Cutler Group previously reported a position in SPHD as recently as Q2 2021.

Cutler Group first reported a position in SPHD in Q4 2019 and has held it in 7 quarters since. The position peaked at $972K in Q1 2020. 312 funds tracked by Wall St. Rank hold SPHD as of Q1 2024.

Cutler Group held 200 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $8K as of Q1 2024.
Invesco S&P 500 High Dividend Low Volatility ETF was a new Cutler Group position in Q1 2024.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Cutler Group's portfolio in Q1 2024, its #1392 holding.
Cutler Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2019 and has held it in 7 quarters since.
Cutler Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $972K in Q1 2020.
312 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2024.

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