Cherry Tree Wealth Management, LLC Consumer Staples Sector Spdr Transaction History

Cherry Tree Wealth Management, LLC

  • $456 Billion
  • Q3 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,998 shares of XLP stock, worth $227,967. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,998
Previous 3,254 7.87%
Holding current value
$227,967
Previous $263 Million 10.83%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 24, 2025
SELL
N/A
-256 Reduced 7.87%
2,998 $235 Million
Q1 2025

Apr 21, 2025
BUY
N/A
624 Added 23.73%
3,254 $266 Million
Q2 2023

Aug 09, 2023
BUY
$72.59 - $77.5 $190,911 - $203,825
2,630 New
2,630 $195 Million

Others Institutions Holding XLP

# of Institutions
1,381
Shares Held
205M
Call Options Held
5.46M
Put Options Held
43.2M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email