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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-259	Closed	-$14.7K	–	602
2025 Q4	$14.7K	Hold	259	–	–	﹤0.01%	382
2025 Q3	$14.3K	Hold	259	–	–	﹤0.01%	372
2025 Q2	$13.6K	Hold	259	–	–	﹤0.01%	377
2025 Q1	$13.2K	Hold	259	–	–	﹤0.01%	389
2024 Q4	$13.2K	Hold	259	–	–	﹤0.01%	379
2024 Q3	$13.7K	Hold	259	–	–	﹤0.01%	382
2024 Q2	$12.6K	Hold	259	–	–	﹤0.01%	370
2024 Q1	$13K	Hold	259	–	–	﹤0.01%	353
2023 Q4	$12.1K	Hold	259	–	–	﹤0.01%	341
2023 Q3	$10.7K	Hold	259	–	–	﹤0.01%	338
2023 Q2	$11.2K	Buy	+259	New	+$10.7K	﹤0.01%	331

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cherry Tree Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2026, closing a stake of 259 shares — an estimated $14.7K sold.

Cherry Tree Wealth Management first reported a position in SPYV in Q2 2023 and held it in 11 quarters. The position peaked at $14.7K in Q4 2025. 1,178 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Cherry Tree Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
Cherry Tree Wealth Management sold 259 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $14.7K.
Cherry Tree Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and held it in 11 quarters.
Cherry Tree Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $14.7K in Q4 2025.
1,178 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

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