Cherry Tree Wealth Management, LLC Utilities Sector Spdr Transaction History

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 6,636 shares of XLU stock, worth $538,046. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,636
Previous 6,636 -0.0%
Holding current value
$538,046
Previous $502 Million 4.17%
% of portfolio
0.13%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
SELL
$59.95 - $65.65 $19,243 - $21,073
-321 Reduced 4.61%
6,636 $436 Million
Q4 2023

Feb 06, 2024
SELL
$56.19 - $65.96 $47,031 - $55,208
-837 Reduced 10.74%
6,957 $441 Million
Q3 2023

Nov 14, 2023
SELL
$58.83 - $68.46 $37,827 - $44,019
-643 Reduced 7.62%
7,794 $459 Million
Q2 2023

Aug 09, 2023
BUY
$64.34 - $69.97 $542,836 - $590,336
8,437 New
8,437 $552 Million

Others Institutions Holding XLU

# of Institutions
1,571
Shares Held
148M
Call Options Held
13.6M
Put Options Held
38.2M
View Full List

About UTILITIES SECTOR SPDR

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