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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.61M	Buy	17,913 +33	+0.2%	+$2.95K	0.3%	69
2026 Q2	$1.57M	Buy	17,880 +1,755	+11%	+$150K	0.3%	65
2026 Q1	$1.23M	Hold	16,125	–	–	0.26%	65
2025 Q4	$1.29M	Buy	16,125 +457	+3%	+$36.3K	0.27%	65
2025 Q3	$1.23M	Hold	15,668	–	–	0.27%	64
2025 Q2	$1.14M	Sell	15,668 -960	-6%	-$64.6K	0.26%	67
2025 Q1	$1.09M	Hold	16,628	–	–	0.26%	68
2024 Q4	$1.15M	Sell	16,628 -810	-5%	-$56.1K	0.28%	63
2024 Q3	$1.18M	Hold	17,438	–	–	0.28%	63
2024 Q2	$1.12M	Hold	17,438	–	–	0.28%	65
2024 Q1	$1.07M	Hold	17,438	–	–	0.27%	63
2023 Q4	$975K	Hold	17,438	–	–	0.26%	63
2023 Q3	$876K	Buy	17,438 +1,700	+11%	+$88.9K	0.26%	59
2023 Q2	$820K	Buy	+15,738	New	+$777K	0.24%	61

Other funds holding SPYM

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

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

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return

WWG

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

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

Cherry Tree Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.18% in Q3 2026, buying an estimated $2.95K and bringing the position to 17,913 shares worth $1.61M. The position accounts for 0.3% of the portfolio, ranked #69.

Cherry Tree Wealth Management first reported a position in SPYM in Q2 2023 and has held it in 14 quarters since. 278 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Cherry Tree Wealth Management held 17,913 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.61M as of Q3 2026.
Cherry Tree Wealth Management bought 33 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $2.95K.
State Street SPDR Portfolio S&P 500 ETF made up 0.3% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #69 holding.
Cherry Tree Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 14 quarters since.
278 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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