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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

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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 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 $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return