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 Q3	$141K	Hold	1,529	–	–	0.03%	191
2026 Q2	$139K	Hold	1,529	–	–	0.03%	195
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Cherry Tree Wealth Management's SPTM Position: Q3 2026 in Review

Cherry Tree Wealth Management held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 1,529 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #191.

Cherry Tree Wealth Management first reported a position in SPTM in Q2 2023 and has held it in 14 quarters since. 246 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Cherry Tree Wealth Management held 1,529 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $141K as of Q3 2026.
Cherry Tree Wealth Management left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #191 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 14 quarters since.
246 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.