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SPDR Barclays Cptl Shrt Term Corp Bd ETF shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in SPDR Barclays Cptl Shrt Term Corp Bd ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Cptl Shrt Term Corp Bd ETF 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 Barclays Cptl Shrt Term Corp Bd ETF by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $18M 609k 29.70
2024-03-31 $19M 630k 29.77
2023-12-31 $19M 631k 29.78
2023-09-30 $19M 648k 29.32
2023-06-30 $19M 658k 29.44

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 Barclays Cptl Shrt Term Corp Bd ETF

Creative Planning
Jpmorgan Chase & Co
ValMark Advisers
Bank of America Corporation
LPL Financial
Morgan Stanley
Envestnet Asset Management
Citadel Advisors
Fisher Investments
State Street Corporation
Huntington National Bank
Wells Fargo & Company
Tiaa Trust, National Association
Renaissance Technologies
Mariner Wealth Advisors

View all funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF