Ownership history in Cherry Tree Wealth Management, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Cherry Tree Wealth Management, LLC reported a position in SPDR SER TR (SPIB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 642,325 | -22,276 | -3.4% | 4.59% | $21.7M | $33.57 |
| 2025 Q3 | REDUCED | 664,601 | -2,653 | -0.4% | 4.94% | $22.5M | $33.16 |
| 2025 Q2 | REDUCED | 667,254 | -19,684 | -2.9% | 5.21% | $22.4M | $32.49 |
| 2025 Q1 | ADDED | 686,938 | +7,053 | +1.0% | 5.51% | $22.8M | $31.80 |
As of 2025 Q4 — sorted by position size