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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 		$3K Sell
1,800
-2,100
-54% -$86.8K ﹤0.01% 1758
2023
Q4 		$10K Buy
3,900
+1,900
+95% +$71.6K ﹤0.01% 2408
2023
Q3 		$2K Buy
2,000
+900
+82% +$35.1K ﹤0.01% 3344
2023
Q2 		$1K Sell
1,100
-3,300
-75% -$123K ﹤0.01% 3407
2023
Q1 		$4K Buy
4,400
+3,000
+214% +$117K ﹤0.01% 2867
2022
Q4 		$1K Buy
+1,400
New +$52.4K ﹤0.01% 4157
2022
Q1 		– Sell
-2,600
Closed -$8K – 5998
2021
Q4 		$8K Buy
2,600
+1,300
+100% +$57.8K ﹤0.01% 3889
2021
Q3 		$3K Sell
1,300
-500
-28% -$21.4K ﹤0.01% 4862
2021
Q2 		$8K Sell
1,800
-1,100
-38% -$47.8K ﹤0.01% 4112
2021
Q1 		$11K Buy
2,900
+1,900
+190% +$77.4K ﹤0.01% 3742
2020
Q4 		$1K Sell
1,000
-1,600
-62% -$51.3K ﹤0.01% 4552
2020
Q3 		$1K Buy
2,600
+1,500
+136% +$41.8K ﹤0.01% 4452
2020
Q2 		$3K Buy
+1,100
New +$27K ﹤0.01% 3658
2020
Q1 		– Sell
-2,200
Closed -$5K – 4613
2019
Q4 		$5K Buy
+2,200
New +$68.7K ﹤0.01% 3072

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cutler Group's SPSM Position: Q4 2023 in Review

Cutler Group sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2023, closing a stake of 200 shares — an estimated $7.54K sold.

Cutler Group first reported a position in SPSM in Q3 2019 and held it in 13 quarters. The position peaked at $135K in Q2 2020. 775 funds tracked by Wall St. Rank hold SPSM as of Q4 2023.

  • Cutler Group reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 200 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2023, an estimated $7.54K.
  • Cutler Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2019 and held it in 13 quarters.
  • Cutler Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $135K in Q2 2020.
  • 775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.