Cherry Tree Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History

Cherry Tree Wealth Management, LLC

$422 Billion
Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 618,764 shares of SPSB stock, worth $18.5 Million. This represents 4.44% of its overall portfolio holdings.

Number of Shares

618,764

Previous 609,227 1.57%

Holding current value

$18.5 Million

Previous $18.1 Billion 3.55%

% of portfolio

4.44%

Previous 4.54%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$29.58 - $30.31 $282,104 - $289,066	9,537 Added 1.57%	618,764 $18.7 Billion
Q2 2024 Aug 06, 2024	SELL	$29.51 - $29.7 $596,898 - $600,741	-20,227 Reduced 3.21%	609,227 $18.1 Billion
Q1 2024 May 01, 2024	SELL	$29.65 - $29.92 $35,402 - $35,724	-1,194 Reduced 0.19%	629,454 $18.7 Billion
Q4 2023 Feb 06, 2024	SELL	$29.14 - $29.78 $493,252 - $504,086	-16,927 Reduced 2.61%	630,648 $18.8 Billion
Q3 2023 Nov 14, 2023	SELL	$29.26 - $29.5 $312,935 - $315,502	-10,695 Reduced 1.62%	647,575 $19 Billion
Q2 2023 Aug 09, 2023	BUY	$29.36 - $29.7 $19.3 Million - $19.6 Million	658,270 New	658,270 $19.4 Billion

Others Institutions Holding SPSB

# of Institutions

569

Shares Held

196M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO SHORT TERM CORP

Ticker SPSB
Sector ETFs
Industry ETFs

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Cherry Tree Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History