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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.9K	Hold	115	–	–	﹤0.01%	414
2025 Q4	$10.5K	Hold	115	–	–	﹤0.01%	421
2025 Q3	$10.2K	Hold	115	–	–	﹤0.01%	408
2025 Q2	$9.17K	Hold	115	–	–	﹤0.01%	418
2025 Q1	$9.02K	Hold	115	–	–	﹤0.01%	443
2024 Q4	$10K	Hold	115	–	–	﹤0.01%	415
2024 Q3	$9.98K	Hold	115	–	–	﹤0.01%	416
2024 Q2	$9.01K	Sell	115 -14	-11%	-$1.11K	﹤0.01%	407
2024 Q1	$10.7K	Buy	129 +14	+12%	+$1.12K	﹤0.01%	369
2023 Q4	$9.58K	Hold	115	–	–	﹤0.01%	358
2023 Q3	$8.32K	Hold	115	–	–	﹤0.01%	355
2023 Q2	$8.88K	Buy	+115	New	+$8.55K	﹤0.01%	344

Other funds holding SLYV

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

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

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Cherry Tree Wealth Management held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q1 2026 at 115 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Cherry Tree Wealth Management first reported a position in SLYV in Q2 2023 and has held it in 12 quarters since. 597 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Cherry Tree Wealth Management held 115 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $10.9K as of Q1 2026.
Cherry Tree Wealth Management left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q1 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #414 holding.
Cherry Tree Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
597 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

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