Cutler Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Cutler Group’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$379K	Sell	6,165 -6,235	-50%	-$365K	0.12%	168
2023 Q4	$693K	Buy	12,400 +11,600	+1,450%	+$608K	0.06%	335
2023 Q3	$40K	Buy	+800	New	+$41.8K	﹤0.01%	1630
2023 Q2	–	Sell	-100	Closed	-$4.93K	–	4151
2023 Q1	$4K	Buy	+100	New	+$4.69K	﹤0.01%	2866
2022 Q3	–	Sell	-38	Closed	-$1.77K	–	5485
2022 Q2	$1K	Sell	38 -62	-62%	-$2.99K	﹤0.01%	4730
2022 Q1	$5K	Sell	100 -200	-67%	-$10.5K	﹤0.01%	4176
2021 Q4	$16K	Sell	300 -100	-25%	-$5.4K	﹤0.01%	3317
2021 Q3	$20K	Buy	+400	New	+$20.7K	﹤0.01%	3349

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Cutler Group's SPYM Position: Q1 2024 in Review

Cutler Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 50% in Q1 2024, selling an estimated $365K and leaving 6,165 shares worth $379K. The position accounts for 0.12% of the portfolio, ranked #168.

Cutler Group first reported a position in SPYM in Q3 2021 and has held it in 8 quarters since. The position peaked at $693K in Q4 2023. 974 funds tracked by Wall St. Rank hold SPYM as of Q1 2024.

Cutler Group held 6,165 shares of State Street SPDR Portfolio S&P 500 ETF worth $379K as of Q1 2024.
Cutler Group sold 6,235 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2024, an estimated $365K.
State Street SPDR Portfolio S&P 500 ETF made up 0.12% of Cutler Group's portfolio in Q1 2024, its #168 holding.
Cutler Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and has held it in 8 quarters since.
Cutler Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $693K in Q4 2023.
974 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2024.

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