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

Cutler Group’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-13,490	Closed	-$582K	–	4307
2023 Q3	$556K	Buy	13,490 +5,890	+78%	+$255K	0.06%	389
2023 Q2	$328K	Buy	+7,600	New	+$314K	0.05%	451
2023 Q1	–	Sell	-243	Closed	-$9.85K	–	4664
2022 Q4	$9K	Buy	+243	New	+$9.31K	﹤0.01%	2788
2021 Q4	–	Sell	-949	Closed	-$38.7K	–	6026
2021 Q3	$37K	Sell	949 -9,000	-90%	-$359K	﹤0.01%	2782
2021 Q2	$393K	Buy	+9,949	New	+$393K	0.02%	880
2021 Q1	–	Sell	-22,699	Closed	-$821K	–	6235
2020 Q4	$780K	Sell	22,699 -31,900	-58%	-$1.04M	0.04%	470
2020 Q3	$1.65M	Buy	+54,599	New	+$1.66M	0.1%	210

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Cutler Group's SPYV Position: Q4 2023 in Review

Cutler Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2023, closing a stake of 13,490 shares — an estimated $582K sold.

Cutler Group first reported a position in SPYV in Q3 2020 and held it in 7 quarters. The position peaked at $1.65M in Q3 2020. 840 funds tracked by Wall St. Rank hold SPYV as of Q4 2023.

Cutler Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2023 after selling out during the quarter.
Cutler Group sold 13,490 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2023, an estimated $582K.
Cutler Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2020 and held it in 7 quarters.
Cutler Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.65M in Q3 2020.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2023.

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