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Cutler Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Cutler Group’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$205K Sell
3,200
-17,000
-84% -$1.04M 0.07% 280
2023
Q4 		$1.18M Buy
+20,200
New +$1.1M 0.11% 202
2023
Q3 		– Sell
-8,607
Closed -$470K – 4300
2023
Q2 		$468K Buy
+8,607
New +$444K 0.07% 344
2023
Q1 		– Sell
-84
Closed -$4.15K – 4660
2022
Q4 		$3K Buy
+84
New +$3.99K ﹤0.01% 3531
2022
Q3 		– Sell
-10,604
Closed -$519K – 5492
2022
Q2 		$492K Sell
10,604
-59,488
-85% -$3M 0.03% 537
2022
Q1 		$3.9M Buy
+70,092
New +$3.84M 0.21% 96
2021
Q4 		– Sell
-2,415
Closed -$137K – 6025
2021
Q3 		$127K Sell
2,415
-59,625
-96% -$3.24M 0.01% 1723
2021
Q2 		$3.29M Buy
62,040
+56,540
+1,028% +$2.93M 0.15% 137
2021
Q1 		$270K Sell
5,500
-10,852
-66% -$519K 0.01% 1077
2020
Q4 		$753K Buy
16,352
+12,778
+358% +$557K 0.04% 483
2020
Q3 		$146K Buy
3,574
+3,492
+4,259% +$141K 0.01% 1091
2020
Q2 		$3K Sell
82
-91,300
-100% -$3.27M ﹤0.01% 3659
2020
Q1 		$2.87M Buy
91,382
+79,882
+695% +$3.01M 0.15% 129
2019
Q4 		$458K Buy
+11,500
New +$438K 0.03% 477

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Cutler Group's SPTM Position: Q1 2024 in Review

Cutler Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 84% in Q1 2024, selling an estimated $1.04M and leaving 3,200 shares worth $205K. The position accounts for 0.07% of the portfolio, ranked #280.

Cutler Group first reported a position in SPTM in Q4 2019 and has held it in 14 quarters since. The position peaked at $3.9M in Q1 2022. 566 funds tracked by Wall St. Rank hold SPTM as of Q1 2024.

  • Cutler Group held 3,200 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $205K as of Q1 2024.
  • Cutler Group sold 17,000 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2024, an estimated $1.04M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.07% of Cutler Group's portfolio in Q1 2024, its #280 holding.
  • Cutler Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 14 quarters since.
  • Cutler Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $3.9M in Q1 2022.
  • 566 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2024.

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