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Cherry Tree Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Cherry Tree Wealth Management’s Portfolio SLYG Stock Details SLYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.4K Hold
118
– – ﹤0.01% 406
2025
Q4 		$11.1K Hold
118
– – ﹤0.01% 415
2025
Q3 		$11.1K Hold
118
– – ﹤0.01% 396
2025
Q2 		$10.5K Hold
118
– – ﹤0.01% 406
2025
Q1 		$9.79K Hold
118
– – ﹤0.01% 425
2024
Q4 		$10.7K Hold
118
– – ﹤0.01% 402
2024
Q3 		$11K Hold
118
– – ﹤0.01% 405
2024
Q2 		$10.1K Hold
118
– – ﹤0.01% 390
2024
Q1 		$10.3K Hold
118
– – ﹤0.01% 372
2023
Q4 		$9.87K Hold
118
– – ﹤0.01% 354
2023
Q3 		$8.65K Hold
118
– – ﹤0.01% 348
2023
Q2 		$9.08K Buy
+118
New +$8.63K ﹤0.01% 342

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Cherry Tree Wealth Management held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q1 2026 at 118 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Cherry Tree Wealth Management first reported a position in SLYG in Q2 2023 and has held it in 12 quarters since. 517 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Cherry Tree Wealth Management held 118 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $11.4K as of Q1 2026.
  • Cherry Tree Wealth Management left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #406 holding.
  • Cherry Tree Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
  • 517 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

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