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CG
Cutler Group’s
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
Stock Holding History
Cutler Group’s Portfolio
SPSM Stock Details
SPSM Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Hold
0
–
–
–
3813
2023
Q4
–
Sell
-200
Closed
-$7.54K
–
4535
2023
Q3
$7K
Sell
200
-106
-35%
-$4.13K
﹤0.01%
2708
2023
Q2
$11K
Buy
306
+206
+206%
+$7.66K
﹤0.01%
2211
2023
Q1
$3K
Buy
+100
New
+$3.9K
﹤0.01%
3023
2022
Q4
–
Sell
-24
Closed
-$899
–
5380
2022
Q3
$0
Buy
+24
New
+$908
﹤0.01%
5718
2022
Q2
–
Hold
0
–
–
–
5880
2022
Q1
–
Sell
-200
Closed
-$8.42K
–
6241
2021
Q4
$8K
Buy
200
+100
+100%
+$4.45K
﹤0.01%
3890
2021
Q3
$4K
Buy
+100
New
+$4.29K
﹤0.01%
4670
2021
Q2
–
Sell
-1,879
Closed
-$81.6K
–
6582
2021
Q1
$79K
Buy
1,879
+680
+57%
+$27.7K
0.01%
1967
2020
Q4
$42K
Sell
1,199
-1
-0.1%
-$32
﹤0.01%
2126
2020
Q3
$32K
Sell
1,200
-3,900
-76%
-$109K
﹤0.01%
2111
2020
Q2
$135K
Buy
5,100
+400
+9%
+$9.83K
0.01%
1112
2020
Q1
$102K
Buy
4,700
+1,200
+34%
+$34.8K
0.01%
1319
2019
Q4
$114K
Buy
3,500
+1,700
+94%
+$53.1K
0.01%
1132
2019
Q3
$54K
Buy
+1,800
New
+$54.3K
0.01%
1485
Other funds holding SPSM
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$49.2B AUM
14.31%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
RBA
Richard Bernstein Advisors
New York
$3.45B AUM
16.24%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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