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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.8M	Buy	650,076 +7,751	+1%	+$262K	4.61%	1
2025 Q4	$21.7M	Sell	642,325 -22,276	-3%	-$754K	4.59%	1
2025 Q3	$22.5M	Sell	664,601 -2,653	-0.4%	-$89.3K	4.94%	1
2025 Q2	$22.4M	Sell	667,254 -19,684	-3%	-$652K	5.21%	1
2025 Q1	$22.8M	Buy	686,938 +7,053	+1%	+$233K	5.51%	1
2024 Q4	$22.3M	Sell	679,885 -6,635	-1%	-$220K	5.51%	1
2024 Q3	$23.1M	Sell	686,520 -7,946	-1%	-$264K	5.49%	1
2024 Q2	$22.6M	Sell	694,466 -20,566	-3%	-$666K	5.68%	1
2024 Q1	$23.4M	Buy	715,032 +35,058	+5%	+$1.14M	5.88%	1
2023 Q4	$22.3M	Sell	679,974 -30,821	-4%	-$979K	5.96%	1
2023 Q3	$22.4M	Buy	710,795 +166,669	+31%	+$5.31M	6.55%	1
2023 Q2	$17.5M	Buy	+544,126	New	+$17.6M	5.09%	2

Other funds holding SPIB

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

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

Cherry Tree Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.2% in Q1 2026, buying an estimated $262K and bringing the position to 650,076 shares worth $21.8M. The position accounts for 4.61% of the portfolio, ranked #1.

Cherry Tree Wealth Management first reported a position in SPIB in Q2 2023 and has held it in 12 quarters since. The position peaked at $23.4M in Q1 2024. 574 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Cherry Tree Wealth Management held 650,076 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $21.8M as of Q1 2026.
Cherry Tree Wealth Management bought 7,751 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $262K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 4.61% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #1 holding.
Cherry Tree Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $23.4M in Q1 2024.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

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