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Spdr Ser Tr cmn shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr cmn (FLRN) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr cmn by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $11M 371k 30.85
2024-03-31 $12M 373k 30.83
2023-12-31 $12M 387k 30.59
2023-09-30 $12M 400k 30.72
2023-06-30 $14M 447k 30.69

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg Invt (FLRN)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding Spdr Ser Tr cmn

Tiaa Trust, National Association
Wealthfront Advisers
Morgan Stanley
LPL Financial
Wells Fargo & Company
Renaissance Technologies
Bank of America Corporation
New York Life Investment Management
Keybank National Association
Envestnet Asset Management
Citadel Advisors
Facet Wealth
ValMark Advisers
Towercrest Capital Management
State Street Corporation

View all funds holding Spdr Ser Tr cmn