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 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cherry Tree Wealth Management held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 16,125 shares worth $1.23M. The position accounts for 0.26% of the portfolio, ranked #65.

Cherry Tree Wealth Management first reported a position in SPYM in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.29M in Q4 2025. 1,602 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Cherry Tree Wealth Management held 16,125 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.23M as of Q1 2026.
Cherry Tree Wealth Management left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.26% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #65 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 12 quarters since.
Cherry Tree Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.29M in Q4 2025.
1,602 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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