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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

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Cherrydale Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Cherrydale Wealth Management

Vanguard Index Fds Total Stk Market (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)

View all positions for Cherrydale Wealth Management

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Goldman Sachs Group
Bank of America Corporation
Jpmorgan Chase & Co
Wolverine Trading
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
Wells Fargo & Company
Walleye Trading Advisors
UBS Group
Gts Securities
Bank Of Montreal
CTC

View all funds holding Spdr S&p 500 Etf