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
Others Institutions Holding SPY
# of Institutions
5,208Shares Held
630MCall Options Held
380MPut Options Held
724M-
Jpmorgan Chase & CO New York, NY58MShares$38.3 Billion2.54% of portfolio
-
Morgan Stanley New York, NY37MShares$24.4 Billion1.54% of portfolio
-
Goldman Sachs Group Inc New York, NY36.8MShares$24.3 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC30.9MShares$20.4 Billion1.43% of portfolio
-
Wells Fargo & Company San Francisco, CA20MShares$13.2 Billion2.65% of portfolio