Cherry Tree Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 667,254 shares of SPIB stock, worth $22.4 Million. This represents 5.21% of its overall portfolio holdings.
Number of Shares
667,254
Previous 686,938
2.87%
Holding current value
$22.4 Million
Previous $22.8 Billion
1.87%
% of portfolio
5.21%
Previous 5.51%
Shares
9 transactions
Others Institutions Holding SPIB
# of Institutions
626Shares Held
261MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.42 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.4 Billion0.27% of portfolio
-
Municipal Employees' Retirement System Of Michigan13MShares$435 Million5.24% of portfolio
-
Envestnet Asset Management Inc9.81MShares$329 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.92MShares$232 Million0.2% of portfolio