CTWM
Cherry Tree Wealth Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
15,668
-960
| -6% | -$69.8K | 0.26% | 67 |
|
|
2025
Q1 | $1.09M | Hold |
16,628
| – | – | 0.26% | 68 |
|
|
2024
Q4 | $1.15M | Sell |
16,628
-810
| -5% | -$55.8K | 0.28% | 63 |
|
|
2024
Q3 | $1.18M | Hold |
17,438
| – | – | 0.28% | 63 |
|
|
2024
Q2 | $1.12M | Hold |
17,438
| – | – | 0.28% | 65 |
|
|
2024
Q1 | $1.07M | Hold |
17,438
| – | – | 0.27% | 63 |
|
|
2023
Q4 | $975K | Hold |
17,438
| – | – | 0.26% | 63 |
|
|
2023
Q3 | $876K | Buy |
17,438
+1,700
| +11% | +$85.4K | 0.26% | 59 |
|
|
2023
Q2 | $820K | Buy |
+15,738
| New | +$820K | 0.24% | 61 |
|