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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
2024-03-31 $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)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
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

Wealthfront Advisers
Wells Fargo & Company
Tiaa Trust, National Association
Jane Street
New York Life Investment Management
Bank Of Montreal
Bank of America Corporation
UBS Group
ValMark Advisers
Assetmark
Towercrest Capital Management
McMahon Financial Advisors
Astor Investment Management
W. E. Donoghue & Co
Facet Wealth

View all funds holding Spdr Ser Tr cmn