Cherry Tree Wealth Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.14M Sell
2025
Q1
$1.09M Hold
2024
Q4
$1.15M Sell
2024
Q3
$1.18M Hold
2024
Q2
$1.12M Hold
2024
Q1
$1.07M Hold
2023
Q4
$975K Hold
2023
Q3
$876K Buy
2023
Q2
$820K Buy