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

Cherrydale 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 Q2	$6.13M	Buy	8,207 +5,060	+161%	+$3.67M	1.6%	10
2026 Q1	$2.05M	Sell	3,147 -1,265	-29%	-$860K	0.63%	19
2025 Q4	$3.01M	Buy	4,412 +12	+0.3%	+$8.11K	0.91%	16
2025 Q3	$2.93M	Sell	4,400 -235	-5%	-$151K	0.92%	16
2025 Q2	$2.86M	Sell	4,635 -3,627	-44%	-$2.07M	1%	16
2025 Q1	$4.62M	Buy	8,262 +27	+0.3%	+$15.9K	1.83%	10
2024 Q4	$4.83M	Buy	8,235 +25	+0.3%	+$14.7K	1.87%	10
2024 Q3	$4.71M	Buy	8,210 +26	+0.3%	+$14.4K	1.93%	9
2024 Q2	$4.45M	Buy	8,184 +26	+0.3%	+$13.6K	1.95%	9
2024 Q1	$4.27M	Buy	8,158 +32	+0.4%	+$15.9K	2%	9
2023 Q4	$3.86M	Buy	8,126 +31	+0.4%	+$13.8K	2.02%	9
2023 Q3	$3.46M	Buy	8,095 +29	+0.4%	+$12.9K	2.06%	9
2023 Q2	$3.58M	Buy	8,066 +30	+0.4%	+$12.6K	2.5%	9
2023 Q1	$3.29M	Buy	8,036 +35	+0.4%	+$14K	2.49%	9
2022 Q4	$3.06M	Buy	+8,001	New	+$3.08M	2.53%	9
2022 Q2	–	Sell	-2,726	Closed	-$1.23M	–	44
2022 Q1	$1.23M	Buy	+2,726	New	+$1.21M	0.9%	13

Other funds holding SPY

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

Jane Street New York $1.21T AUM 78.12% 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

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

D.E. Shaw & Co New York $210B AUM 57.28% 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

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

Cherrydale Wealth Management's SPY Position: Q2 2026 in Review

Cherrydale Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 161% in Q2 2026, buying an estimated $3.67M and bringing the position to 8,207 shares worth $6.13M. The position accounts for 1.6% of the portfolio, ranked #10.

Cherrydale Wealth Management first reported a position in SPY in Q1 2022 and has held it in 16 quarters since. 4,617 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Cherrydale Wealth Management held 8,207 shares of State Street SPDR S&P 500 ETF Trust worth $6.13M as of Q2 2026.
Cherrydale Wealth Management bought 5,060 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.67M.
State Street SPDR S&P 500 ETF Trust made up 1.6% of Cherrydale Wealth Management's portfolio in Q2 2026, its #10 holding.
Cherrydale Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 16 quarters since.
4,617 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.