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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
Q1 		$23.4K Hold
914
– – 0.01% 335
2025
Q4 		$23.5K Buy
914
+720
+371% +$18.6K 0.01% 335
2025
Q3 		$5.01K 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 		$9.67K 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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

Cherry Tree Wealth Management held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q1 2026 at 914 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #335.

Cherry Tree Wealth Management first reported a position in SPAB in Q2 2023 and has held it in 12 quarters since. The position peaked at $23.5K in Q4 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Cherry Tree Wealth Management held 914 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $23.4K as of Q1 2026.
  • Cherry Tree Wealth Management left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #335 holding.
  • Cherry Tree Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $23.5K in Q4 2025.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

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