Cherry Tree Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,145 shares of SPDW stock, worth $49,555. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,145
Previous 1,145
-0.0%
Holding current value
$49,555
Previous $41.7 Million
11.21%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,168Shares Held
585MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.31 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.59 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.38 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$761 Million16.36% of portfolio