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	–	Sell	-13,100	Closed	-$2K	–	3496
2023 Q4	$2K	Sell	13,100 -8,600	-40%	-$451K	﹤0.01%	3184
2023 Q3	$21K	Buy	21,700 +10,900	+101%	+$570K	﹤0.01%	2002
2023 Q2	$2K	Buy	10,800 +6,700	+163%	+$331K	﹤0.01%	3114
2023 Q1	$2K	Buy	4,100 +2,600	+173%	+$122K	﹤0.01%	3244
2022 Q4	$2K	Buy	1,500 +900	+150%	+$40.7K	﹤0.01%	3775
2022 Q3	$1K	Buy	+600	New	+$28K	﹤0.01%	4686
2020 Q4	–	Sell	-1,600	Closed	-$1K	–	5450
2020 Q3	$1K	Buy	1,600 +200	+14%	+$7.79K	﹤0.01%	4451
2020 Q2	$3K	Buy	+1,400	New	+$48.1K	﹤0.01%	3657

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.