Cherry Tree Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 619,278 shares of SPSB stock, worth $18.5 Million. This represents 4.58% of its overall portfolio holdings.

Number of Shares

619,278

Previous 618,764 0.08%

Holding current value

$18.5 Million

Previous $18.7 Billion 1.31%

% of portfolio

4.58%

Previous 4.44%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$29.77 - $30.19 $15,301 - $15,517	514 Added 0.08%	619,278 $18.5 Billion
Q3 2024 Nov 12, 2024	BUY	$29.58 - $30.31 $282,104 - $289,066	9,537 Added 1.57%	618,764 $18.7 Billion
Q2 2024 Aug 06, 2024	SELL	$29.51 - $29.7 $596,898 - $600,741	-20,227 Reduced 3.21%	609,227 $18.1 Billion
Q1 2024 May 01, 2024	SELL	$29.65 - $29.92 $35,402 - $35,724	-1,194 Reduced 0.19%	629,454 $18.7 Billion
Q4 2023 Feb 06, 2024	SELL	$29.14 - $29.78 $493,252 - $504,086	-16,927 Reduced 2.61%	630,648 $18.8 Billion
Q3 2023 Nov 14, 2023	SELL	$29.26 - $29.5 $312,935 - $315,502	-10,695 Reduced 1.62%	647,575 $19 Billion
Q2 2023 Aug 09, 2023	BUY	$29.36 - $29.7 $19.3 Million - $19.6 Million	658,270 New	658,270 $19.4 Billion

Others Institutions Holding SPSB

# of Institutions

604

Shares Held

215M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO SHORT TERM CORP

Ticker SPSB
Sector ETFs
Industry ETFs

More about SPSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Account

Cherry Tree Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History