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

Cherry Tree Wealth Management, LLC

  • $430 Billion
  • Q2 2025

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 3,414 shares of SPY stock, worth $2.26 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
3,414
Previous 3,414 -0.0%
Holding current value
$2.26 Million
Previous $1.91 Billion 10.45%
% of portfolio
0.49%
Previous 0.46%

Shares

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

Apr 21, 2025
BUY
$551.42 - $612.93 $4,411 - $4,903
8 Added 0.23%
3,414 $1.91 Billion
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
5,208
Shares Held
630M
Call Options Held
380M
Put Options Held
724M
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
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