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Cherry Tree Wealth Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Cherry Tree Wealth Management’s Portfolio SPBO Stock Details SPBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49.8K Buy
1,714
+926
+118% +$27.2K 0.01% 268
2025
Q4 		$23.1K Hold
788
– – ﹤0.01% 339
2025
Q3 		$23.3K Hold
788
– – 0.01% 323
2025
Q2 		$23K Hold
788
– – 0.01% 327
2025
Q1 		$22.9K Hold
788
– – 0.01% 331
2024
Q4 		$22.6K Hold
788
– – 0.01% 322
2024
Q3 		$23.7K Buy
+788
New +$23.2K 0.01% 318

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

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

Cherry Tree Wealth Management increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 118% in Q1 2026, buying an estimated $27.2K and bringing the position to 1,714 shares worth $49.8K. The position accounts for 0.01% of the portfolio, ranked #268.

Cherry Tree Wealth Management first reported a position in SPBO in Q3 2024 and has held it in 7 quarters since. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

  • Cherry Tree Wealth Management held 1,714 shares of State Street SPDR Portfolio Corporate Bond ETF worth $49.8K as of Q1 2026.
  • Cherry Tree Wealth Management bought 926 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $27.2K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #268 holding.
  • Cherry Tree Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

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