Cherry Tree Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 679,885 shares of SPIB stock, worth $22.6 Million. This represents 5.51% of its overall portfolio holdings.

Number of Shares

679,885

Previous 686,520 0.97%

Holding current value

$22.6 Million

Previous $23.1 Billion 3.76%

% of portfolio

5.51%

Previous 5.49%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$32.65 - $33.68 $216,632 - $223,466	-6,635 Reduced 0.97%	679,885 $22.3 Billion
Q3 2024 Nov 12, 2024	SELL	$32.36 - $33.78 $257,132 - $268,415	-7,946 Reduced 1.14%	686,520 $23.1 Billion
Q2 2024 Aug 06, 2024	SELL	$32.02 - $32.68 $658,523 - $672,096	-20,566 Reduced 2.88%	694,466 $22.6 Billion
Q1 2024 May 01, 2024	BUY	$32.38 - $32.91 $1.14 Million - $1.15 Million	35,058 Added 5.16%	715,032 $23.4 Billion
Q4 2023 Feb 06, 2024	SELL	$30.91 - $32.89 $952,677 - $1.01 Million	-30,821 Reduced 4.34%	679,974 $22.3 Billion
Q3 2023 Nov 14, 2023	BUY	$31.4 - $32.25 $5.23 Million - $5.38 Million	166,669 Added 30.63%	710,795 $22.4 Billion
Q2 2023 Aug 09, 2023	BUY	$31.95 - $32.66 $17.4 Million - $17.8 Million	544,126 New	544,126 $17.5 Billion

Others Institutions Holding SPIB

# of Institutions

598

Shares Held

243M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
Sector ETFs
Industry ETFs

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Cherry Tree Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History