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
2024 Q1	$15K	Sell	1,900 -132,500	-99%	-$6.32M	﹤0.01%	1125
2023 Q4	$49K	Buy	134,400 +57,600	+75%	+$2.48M	﹤0.01%	1469
2023 Q3	$15K	Buy	+76,800	New	+$3.33M	﹤0.01%	2244
2023 Q2	–	Sell	-2,200	Closed	-$2K	–	4155
2023 Q1	$2K	Buy	+2,200	New	+$89.1K	﹤0.01%	3246
2022 Q2	–	Sell	-3,000	Closed	-$4K	–	5641
2022 Q1	$4K	Buy	3,000 +1,500	+100%	+$61.9K	﹤0.01%	4329
2021 Q4	$3K	Buy	1,500 +700	+88%	+$28.6K	﹤0.01%	4577
2021 Q3	$1K	Sell	800 -200	-20%	-$7.99K	﹤0.01%	5430
2021 Q2	$1K	Sell	1,000 -58,000	-98%	-$2.29M	﹤0.01%	5421
2021 Q1	$68K	Buy	59,000 +26,200	+80%	+$947K	﹤0.01%	2091
2020 Q4	$33K	Buy	+32,800	New	+$1.07M	﹤0.01%	2304

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.