Spdr S&p 500 Etf shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Cherry Tree Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 3.4k | 666.17 |
| 2025-06-30 | $2.1M | 3.4k | 617.83 |
| 2025-03-31 | $1.9M | 3.4k | 559.36 |
| 2024-12-31 | $2.0M | 3.4k | 586.03 |
| 2024-09-30 | $2.0M | 3.4k | 573.70 |
| 2024-06-30 | $1.9M | 3.5k | 544.15 |
| 2024-03-31 | $1.8M | 3.5k | 523.14 |
| 2023-12-31 | $1.7M | 3.5k | 475.36 |
| 2023-09-30 | $1.5M | 3.5k | 427.51 |
| 2023-06-30 | $1.5M | 3.5k | 443.30 |
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