Spdr S&p 500 Etf shares owned by Cherrydale Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Cherrydale Wealth Management
from 13F filings
Historical chart of Cherrydale Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Cherrydale Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 4.4k | 666.25 |
| 2025-06-30 | $2.9M | 4.6k | 617.80 |
| 2025-03-31 | $4.6M | 8.3k | 559.36 |
| 2024-12-31 | $4.8M | 8.2k | 586.06 |
| 2024-09-30 | $4.7M | 8.2k | 573.77 |
| 2024-06-30 | $4.5M | 8.2k | 544.19 |
| 2024-03-31 | $4.3M | 8.2k | 523.07 |
| 2023-12-31 | $3.9M | 8.1k | 475.33 |
| 2023-09-30 | $3.5M | 8.1k | 427.49 |
| 2023-06-30 | $3.6M | 8.1k | 443.30 |
| 2023-03-31 | $3.3M | 8.0k | 409.42 |
| 2022-12-31 | $3.1M | 8.0k | 382.45 |
| 2022-03-31 | $1.2M | 2.7k | 451.58 |
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