Cherry Tree Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Cherry Tree Wealth Management, LLC

  • $404 Billion
  • Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,406 shares of SPY stock, worth $2.08 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
3,406
Previous 3,410 0.12%
Holding current value
$2.08 Million
Previous $1.96 Billion 2.03%
% of portfolio
0.49%
Previous 0.46%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$567.81 - $607.81 $2,271 - $2,431
-4 Reduced 0.12%
3,406 $2 Billion
Q3 2024

Nov 12, 2024
SELL
$517.38 - $573.86 $45,529 - $50,499
-88 Reduced 2.52%
3,410 $1.96 Billion
Q2 2024

Aug 06, 2024
SELL
$495.16 - $548.49 $6,932 - $7,678
-14 Reduced 0.4%
3,498 $1.9 Billion
Q3 2023

Nov 14, 2023
BUY
$425.88 - $457.79 $14,905 - $16,022
35 Added 1.01%
3,512 $1.5 Billion
Q2 2023

Aug 09, 2023
BUY
$404.36 - $443.28 $1.41 Million - $1.54 Million
3,477 New
3,477 $1.54 Billion

Others Institutions Holding SPY

# of Institutions
4,930
Shares Held
604M
Call Options Held
310M
Put Options Held
670M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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