Cherry Tree Wealth Management’s 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
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