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 $22.5 Million. This represents 5.21% of its overall portfolio holdings.

Number of Shares
667,254
Previous 686,938 2.87%
Holding current value
$22.5 Million
Previous $22.8 Billion 1.87%
% of portfolio
5.21%
Previous 5.51%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$32.62 - $33.58 $642,092 - $660,988
-19,684 Reduced 2.87%
667,254 $22.4 Billion
Q1 2025

Apr 21, 2025
BUY
$32.5 - $33.3 $229,222 - $234,864
7,053 Added 1.04%
686,938 $22.8 Billion
Q4 2024

Feb 04, 2025
SELL
$32.65 - $33.68 $216,632 - $223,466
-6,635 Reduced 0.97%
679,885 $22.3 Billion
Q3 2024

Nov 12, 2024
SELL
$32.36 - $33.78 $257,132 - $268,415
-7,946 Reduced 1.14%
686,520 $23.1 Billion
Q2 2024

Aug 06, 2024
SELL
$32.02 - $32.68 $658,523 - $672,096
-20,566 Reduced 2.88%
694,466 $22.6 Billion
Q1 2024

May 01, 2024
BUY
$32.38 - $32.91 $1.14 Million - $1.15 Million
35,058 Added 5.16%
715,032 $23.4 Billion
Q4 2023

Feb 06, 2024
SELL
$30.91 - $32.89 $952,677 - $1.01 Million
-30,821 Reduced 4.34%
679,974 $22.3 Billion
Q3 2023

Nov 14, 2023
BUY
$31.4 - $32.25 $5.23 Million - $5.38 Million
166,669 Added 30.63%
710,795 $22.4 Billion
Q2 2023

Aug 09, 2023
BUY
$31.95 - $32.66 $17.4 Million - $17.8 Million
544,126 New
544,126 $17.5 Billion

Others Institutions Holding SPIB

# of Institutions
637
Shares Held
275M
Call Options Held
35K
Put Options Held
391K
View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

SPIB Quotes by TradingView
  • Ticker SPIB
  • Sector ETFs
  • Industry ETFs
More about SPIB
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email