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 Q3	$12.6K	Hold	118	–	–	﹤0.01%	414
2026 Q2	$14.1K	Hold	118	–	–	﹤0.01%	403
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	$9.8K	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	$9.9K	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

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Cherry Tree Wealth Management's SLYG Position: Q3 2026 in Review

Cherry Tree Wealth Management held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q3 2026 at 118 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Cherry Tree Wealth Management first reported a position in SLYG in Q2 2023 and has held it in 14 quarters since. The position peaked at $14.1K in Q2 2026. 147 funds tracked by Wall St. Rank hold SLYG as of Q3 2026.

Cherry Tree Wealth Management held 118 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $12.6K as of Q3 2026.
Cherry Tree Wealth Management left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q3 2026.
State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #414 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 14 quarters since.
Cherry Tree Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $14.1K in Q2 2026.
147 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.