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
2023 Q4	–	Sell	-1,900	Closed	-$2K	–	4305
2023 Q3	$2K	Buy	+1,900	New	+$104K	﹤0.01%	3346
2022 Q4	–	Sell	-400	Closed	-$1K	–	5167
2022 Q3	$1K	Buy	+400	New	+$19.6K	﹤0.01%	4689
2022 Q2	–	Sell	-127,800	Closed	-$487K	–	5636
2022 Q1	$487K	Buy	127,800 +30,800	+32%	+$1.69M	0.03%	687
2021 Q4	$318K	Buy	97,000 +64,400	+198%	+$3.64M	0.01%	1002
2021 Q3	$112K	Sell	32,600 -101,900	-76%	-$5.54M	0.01%	1823
2021 Q2	$168K	Buy	134,500 +66,400	+98%	+$3.44M	0.01%	1469
2021 Q1	$185K	Buy	+68,100	New	+$3.26M	0.01%	1327
2020 Q2	–	Sell	-1,400	Closed	-$3K	–	4840
2020 Q1	$3K	Buy	+1,400	New	+$52.7K	﹤0.01%	3354

Other funds holding SPTM

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) 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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.