Cherry Tree Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Cherry Tree Wealth Management’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$337K	Hold	2,310	–	–	0.07%	120
2025 Q4	$321K	Hold	2,310	–	–	0.07%	127
2025 Q3	$324K	Hold	2,310	–	–	0.07%	122
2025 Q2	$314K	Hold	2,310	–	–	0.07%	123
2025 Q1	$313K	Hold	2,310	–	–	0.08%	125
2024 Q4	$305K	Sell	2,310 -71	-3%	-$9.91K	0.08%	126
2024 Q3	$338K	Hold	2,381	–	–	0.08%	127
2024 Q2	$303K	Hold	2,381	–	–	0.08%	133
2024 Q1	$312K	Hold	2,381	–	–	0.08%	128
2023 Q4	$298K	Buy	2,381 +134	+6%	+$15.7K	0.08%	128
2023 Q3	$258K	Hold	2,247	–	–	0.08%	129
2023 Q2	$275K	Buy	+2,247	New	+$274K	0.08%	124

Other funds holding SDY

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cherry Tree Wealth Management's SDY Position: Q1 2026 in Review

Cherry Tree Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 2,310 shares worth $337K. The position accounts for 0.07% of the portfolio, ranked #120.

Cherry Tree Wealth Management first reported a position in SDY in Q2 2023 and has held it in 12 quarters since. The position peaked at $338K in Q3 2024. 1,240 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Cherry Tree Wealth Management held 2,310 shares of State Street SPDR S&P Dividend ETF worth $337K as of Q1 2026.
Cherry Tree Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.07% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #120 holding.
Cherry Tree Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $338K in Q3 2024.
1,240 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.