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Cherry Tree Wealth Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Cherry Tree Wealth Management’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$121K Hold
1,529
– – 0.03% 197
2025
Q4 		$126K Hold
1,529
– – 0.03% 203
2025
Q3 		$123K Hold
1,529
– – 0.03% 200
2025
Q2 		$115K Hold
1,529
– – 0.03% 203
2025
Q1 		$104K Sell
1,529
-41
-3% -$2.94K 0.03% 210
2024
Q4 		$112K Hold
1,570
– – 0.03% 199
2024
Q3 		$110K Hold
1,570
– – 0.03% 205
2024
Q2 		$104K Hold
1,570
– – 0.03% 202
2024
Q1 		$101K Hold
1,570
– – 0.03% 207
2023
Q4 		$91.8K Hold
1,570
– – 0.02% 204
2023
Q3 		$82.4K Hold
1,570
– – 0.02% 202
2023
Q2 		$85.5K Buy
+1,570
New +$81K 0.02% 202

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

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

Cherry Tree Wealth Management held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2026 at 1,529 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #197.

Cherry Tree Wealth Management first reported a position in SPTM in Q2 2023 and has held it in 12 quarters since. The position peaked at $126K in Q4 2025. 748 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Cherry Tree Wealth Management held 1,529 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $121K as of Q1 2026.
  • Cherry Tree Wealth Management left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #197 holding.
  • Cherry Tree Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $126K in Q4 2025.
  • 748 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

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