Cherry Tree Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,529 shares of SPTM stock, worth $109,583. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,529
Previous 1,570 2.61%
Holding current value
$109,583
Previous $112 Million 7.27%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$67.03 - $74.61 $2,748 - $3,059
-41 Reduced 2.61%
1,529 $104 Million
Q2 2023

Aug 09, 2023
BUY
$49.75 - $54.44 $78,107 - $85,470
1,570 New
1,570 $85.5 Million

Others Institutions Holding SPTM

# of Institutions
701
Shares Held
92.4M
Call Options Held
8.6K
Put Options Held
4.1K
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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