Cherry Tree Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,498 shares of SPY stock, worth $1.99 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
3,498
Previous 3,512 0.4%
Holding current value
$1.99 Million
Previous $1.84 Billion 3.6%
% of portfolio
0.48%
Previous 0.46%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$495.16 - $548.49 $6,932 - $7,678
-14 Reduced 0.4%
3,498 $1.9 Billion
Q3 2023

Nov 14, 2023
BUY
$425.88 - $457.79 $14,905 - $16,022
35 Added 1.01%
3,512 $1.5 Billion
Q2 2023

Aug 09, 2023
BUY
$404.36 - $443.28 $1.41 Million - $1.54 Million
3,477 New
3,477 $1.54 Billion

Others Institutions Holding SPY

# of Institutions
4,428
Shares Held
557M
Call Options Held
275M
Put Options Held
402M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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