Cherry Tree Wealth Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $126K | Hold |
|
|||||
|
2025
Q3 | $123K | Hold |
|
|||||
|
2025
Q2 | $115K | Hold |
|
|||||
|
2025
Q1 | $104K | Sell |
|
|||||
|
2024
Q4 | $112K | Hold |
|
|||||
|
2024
Q3 | $110K | Hold |
|
|||||
|
2024
Q2 | $104K | Hold |
|
|||||
|
2024
Q1 | $101K | Hold |
|
|||||
|
2023
Q4 | $91.8K | Hold |
|
|||||
|
2023
Q3 | $82.4K | Hold |
|
|||||
|
2023
Q2 | $85.5K | Buy |
|