Cherry Tree Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Cherry Tree Wealth Management, LLC

  • $430 Billion
  • Q2 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,529 shares of SPTM stock, worth $122,228. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,529
Previous 1,529 -0.0%
Holding current value
$122,228
Previous $104 Million 10.12%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$67.03 - $74.61 $2,748 - $3,059
-41 Reduced 2.61%
1,529 $104 Million
Q2 2023

Aug 09, 2023
BUY
$49.75 - $54.44 $78,107 - $85,470
1,570 New
1,570 $85.5 Million

Others Institutions Holding SPTM

# of Institutions
737
Shares Held
94.9M
Call Options Held
24.2K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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