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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 		– Sell
-800
Closed -$9K – 3814
2023
Q4 		$9K Buy
+800
New +$106K ﹤0.01% 2494

Other funds holding XSW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
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.