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Cherry Tree Wealth Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Cherry Tree Wealth Management’s Portfolio SPYD Stock Details SPYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$72.8K Buy
1,600
+732
+84% +$33.6K 0.02% 236
2025
Q4 		$37.5K Hold
868
– – 0.01% 297
2025
Q3 		$38.2K Buy
868
+114
+15% +$5K 0.01% 278
2025
Q2 		$32K Buy
+754
New +$31.7K 0.01% 288

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cherry Tree Wealth Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 84% in Q1 2026, buying an estimated $33.6K and bringing the position to 1,600 shares worth $72.8K. The position accounts for 0.02% of the portfolio, ranked #236.

Cherry Tree Wealth Management first reported a position in SPYD in Q2 2025 and has held it in 4 quarters since. 501 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

  • Cherry Tree Wealth Management held 1,600 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $72.8K as of Q1 2026.
  • Cherry Tree Wealth Management bought 732 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $33.6K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #236 holding.
  • Cherry Tree Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2025 and has held it in 4 quarters since.
  • 501 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

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