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Industrial SPDR shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Industrial SPDR

Tip: Access up to 7 years of quarterly data

All positions including Industrial SPDR 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 Industrial SPDR by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $104k 764 135.44
2024-06-30 $93k 764 121.87
2024-03-31 $96k 764 125.96
2023-12-31 $87k 764 113.99
2023-09-30 $78k 764 101.38
2023-06-30 $82k 764 107.32

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)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Cherry Tree Wealth Management

Top funds holding Industrial SPDR

Citigroup
Bank of America Corporation
Gates Capital Management
Morgan Stanley
Goldman Sachs Group
Jpmorgan Chase & Co
Wells Fargo & Company
Citadel Advisors
LPL Financial
Susquehanna International
Natixis
Healthcare Of Ontario Pension Plan Trust Fund
Churchill Management Corp.
Nomura Holdings
Barclays

View all funds holding Industrial SPDR