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Cherry Tree Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Cherry Tree Wealth Management’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52.3K Hold
1,145
– – 0.01% 262
2025
Q4 		$50.9K Hold
1,145
– – 0.01% 264
2025
Q3 		$49K Hold
1,145
– – 0.01% 259
2025
Q2 		$46.4K Hold
1,145
– – 0.01% 262
2025
Q1 		$41.7K Buy
1,145
+27
+2% +$976 0.01% 270
2024
Q4 		$38.2K Hold
1,118
– – 0.01% 272
2024
Q3 		$42K Hold
1,118
– – 0.01% 271
2024
Q2 		$39.2K Hold
1,118
– – 0.01% 273
2024
Q1 		$40.1K Hold
1,118
– – 0.01% 266
2023
Q4 		$38K Hold
1,118
– – 0.01% 256
2023
Q3 		$34.7K Hold
1,118
– – 0.01% 251
2023
Q2 		$36.4K Buy
+1,118
New +$36.5K 0.01% 247

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cherry Tree Wealth Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 1,145 shares worth $52.3K. The position accounts for 0.01% of the portfolio, ranked #262.

Cherry Tree Wealth Management first reported a position in SPDW in Q2 2023 and has held it in 12 quarters since. 1,204 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Cherry Tree Wealth Management held 1,145 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $52.3K as of Q1 2026.
  • Cherry Tree Wealth Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #262 holding.
  • Cherry Tree Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,204 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

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