Cherry Tree Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.03M	Sell	3,128 -245	-7%	-$167K	0.43%	49
2025 Q4	$2.3M	Sell	3,373 -28	-0.8%	-$18.9K	0.49%	48
2025 Q3	$2.27M	Sell	3,401 -13	-0.4%	-$8.33K	0.5%	48
2025 Q2	$2.11M	Hold	3,414	–	–	0.49%	48
2025 Q1	$1.91M	Buy	3,414 +8	+0.2%	+$4.7K	0.46%	48
2024 Q4	$2M	Sell	3,406 -4	-0.1%	-$2.36K	0.49%	45
2024 Q3	$1.96M	Sell	3,410 -88	-3%	-$48.7K	0.46%	46
2024 Q2	$1.9M	Sell	3,498 -14	-0.4%	-$7.33K	0.48%	47
2024 Q1	$1.84M	Hold	3,512	–	–	0.46%	47
2023 Q4	$1.67M	Hold	3,512	–	–	0.45%	47
2023 Q3	$1.5M	Buy	3,512 +35	+1%	+$15.6K	0.44%	42
2023 Q2	$1.54M	Buy	+3,477	New	+$1.46M	0.45%	40

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.3% in Q1 2026, selling an estimated $167K and leaving 3,128 shares worth $2.03M. The position accounts for 0.43% of the portfolio, ranked #49.

Cherry Tree Wealth Management first reported a position in SPY in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.3M in Q4 2025. 4,583 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Cherry Tree Wealth Management held 3,128 shares of State Street SPDR S&P 500 ETF Trust worth $2.03M as of Q1 2026.
Cherry Tree Wealth Management sold 245 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $167K.
State Street SPDR S&P 500 ETF Trust made up 0.43% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #49 holding.
Cherry Tree Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.3M in Q4 2025.
4,583 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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