Cherry Tree Wealth Management, LLC Financial Sector Spdr Transaction History

Cherry Tree Wealth Management, LLC

  • $430 Billion
  • Q2 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 121 shares of XLF stock, worth $6,262. This represents 0.0% of its overall portfolio holdings.

Number of Shares
121
Previous 121 -0.0%
Holding current value
$6,262
Previous $6.03 Million 5.13%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 21, 2025
SELL
$47.32 - $52.19 $4,732 - $5,219
-100 Reduced 45.25%
121 $6.03 Million
Q4 2023

Feb 06, 2024
SELL
$31.45 - $37.72 $31,450 - $37,720
-1,000 Reduced 81.9%
221 $8.31 Million
Q2 2023

Aug 09, 2023
BUY
$31.55 - $33.71 $38,522 - $41,159
1,221 New
1,221 $41.2 Million

Others Institutions Holding XLF

# of Institutions
2,152
Shares Held
760M
Call Options Held
156M
Put Options Held
261M
View Full List

About FINANCIAL SECTOR SPDR

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