CTWM
Cherry Tree Wealth Management’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Hold |
1,529
| – | – | 0.03% | 203 |
|
|
2025
Q1 | $104K | Sell |
1,529
-41
| -3% | -$2.79K | 0.03% | 210 |
|
|
2024
Q4 | $112K | Hold |
1,570
| – | – | 0.03% | 199 |
|
|
2024
Q3 | $110K | Hold |
1,570
| – | – | 0.03% | 205 |
|
|
2024
Q2 | $104K | Hold |
1,570
| – | – | 0.03% | 202 |
|
|
2024
Q1 | $101K | Hold |
1,570
| – | – | 0.03% | 207 |
|
|
2023
Q4 | $91.8K | Hold |
1,570
| – | – | 0.02% | 204 |
|
|
2023
Q3 | $82.4K | Hold |
1,570
| – | – | 0.02% | 202 |
|
|
2023
Q2 | $85.5K | Buy |
+1,570
| New | +$85.5K | 0.02% | 202 |
|