Cutler Group’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Cutler Group’s Portfolio XSW Stock Details XSW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$109K	Buy	+700	New	+$106K	0.04%	426
2023 Q4	–	Sell	-100	Closed	-$13.3K	–	4464
2023 Q3	$12K	Buy	+100	New	+$13.3K	﹤0.01%	2388
2023 Q2	–	Sell	-100	Closed	-$12K	–	4277
2023 Q1	$12K	Sell	100 -100	-50%	-$11.9K	﹤0.01%	2241
2022 Q4	$21K	Hold	200	–	–	﹤0.01%	2199
2022 Q3	$21K	Buy	+200	New	+$23.7K	﹤0.01%	2594

Other funds holding XSW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cutler Group's XSW Position: Q1 2024 in Review

Cutler Group opened a new position in State Street SPDR S&P Software & Services ETF (XSW) in Q1 2024: 700 shares worth $109K. The stake represents 0.04% of the portfolio and ranks #426 among its holdings. This is a return to the name: Cutler Group previously reported a position in XSW as recently as Q3 2023.

Cutler Group first reported a position in XSW in Q3 2022 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold XSW as of Q1 2024.

Cutler Group held 700 shares of State Street SPDR S&P Software & Services ETF worth $109K as of Q1 2024.
State Street SPDR S&P Software & Services ETF was a new Cutler Group position in Q1 2024.
State Street SPDR S&P Software & Services ETF made up 0.04% of Cutler Group's portfolio in Q1 2024, its #426 holding.
Cutler Group first reported a position in State Street SPDR S&P Software & Services ETF in Q3 2022 and has held it in 5 quarters since.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2024.

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