Cherry Tree Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-210	Closed	-$5.36K	–	599
2026 Q2	$5.36K	Sell	210 -704	-77%	-$18K	﹤0.01%	493
2026 Q1	$23.4K	Hold	914	–	–	0.01%	335
2025 Q4	$23.5K	Buy	914 +720	+371%	+$18.6K	0.01%	335
2025 Q3	$5.02K	Sell	194 -232	-54%	-$5.94K	﹤0.01%	469
2025 Q2	$10.9K	Hold	426	–	–	﹤0.01%	400
2025 Q1	$10.9K	Hold	426	–	–	﹤0.01%	407
2024 Q4	$10.6K	Buy	426 +56	+15%	+$1.42K	﹤0.01%	403
2024 Q3	$9.7K	Buy	370 +93	+34%	+$2.4K	﹤0.01%	425
2024 Q2	$6.95K	Hold	277	–	–	﹤0.01%	436
2024 Q1	$7K	Hold	277	–	–	﹤0.01%	413
2023 Q4	$7.1K	Buy	277 +54	+24%	+$1.33K	﹤0.01%	397
2023 Q3	$5.43K	Sell	223 -293	-57%	-$7.3K	﹤0.01%	396
2023 Q2	$13.1K	Buy	+516	New	+$13.2K	﹤0.01%	316

Other funds holding SPAB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Cherry Tree Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2026, closing a stake of 210 shares — an estimated $5.36K sold.

Cherry Tree Wealth Management first reported a position in SPAB in Q2 2023 and held it in 13 quarters. The position peaked at $23.5K in Q4 2025. 192 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

Cherry Tree Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
Cherry Tree Wealth Management sold 210 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $5.36K.
Cherry Tree Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2023 and held it in 13 quarters.
Cherry Tree Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $23.5K in Q4 2025.
192 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

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