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

Cherry Tree Wealth Management’s Portfolio SPSB Stock Details SPSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.1M Buy
701,304
+35,687
+5% +$1.08M 4.46% 2
2025
Q4 		$20.1M Buy
665,617
+24,852
+4% +$751K 4.24% 3
2025
Q3 		$19.4M Buy
640,765
+29,781
+5% +$898K 4.26% 3
2025
Q2 		$18.4M Sell
610,984
-24,296
-4% -$729K 4.29% 3
2025
Q1 		$19.1M Buy
635,280
+16,002
+3% +$479K 4.61% 3
2024
Q4 		$18.5M Buy
619,278
+514
+0.1% +$15.4K 4.58% 3
2024
Q3 		$18.7M Buy
618,764
+9,537
+2% +$286K 4.44% 3
2024
Q2 		$18.1M Sell
609,227
-20,227
-3% -$599K 4.54% 3
2024
Q1 		$18.7M Sell
629,454
-1,194
-0.2% -$35.5K 4.71% 3
2023
Q4 		$18.8M Sell
630,648
-16,927
-3% -$498K 5.02% 3
2023
Q3 		$19M Sell
647,575
-10,695
-2% -$314K 5.56% 2
2023
Q2 		$19.4M Buy
+658,270
New +$19.4M 5.64% 1

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Cherry Tree Wealth Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 5.4% in Q1 2026, buying an estimated $1.08M and bringing the position to 701,304 shares worth $21.1M. The position accounts for 4.46% of the portfolio, ranked #2.

Cherry Tree Wealth Management first reported a position in SPSB in Q2 2023 and has held it in 12 quarters since. 573 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Cherry Tree Wealth Management held 701,304 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $21.1M as of Q1 2026.
  • Cherry Tree Wealth Management bought 35,687 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $1.08M.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 4.46% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Cherry Tree Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

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