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 Q2	$57.7K	Hold	1,145	–	–	0.01%	269
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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cherry Tree Wealth Management's SPDW Position: Q2 2026 in Review

Cherry Tree Wealth Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 1,145 shares worth $57.7K. The position accounts for 0.01% of the portfolio, ranked #269.

Cherry Tree Wealth Management first reported a position in SPDW in Q2 2023 and has held it in 13 quarters since. 1,236 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Cherry Tree Wealth Management held 1,145 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $57.7K as of Q2 2026.
Cherry Tree Wealth Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #269 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 13 quarters since.
1,236 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.