Cherry Tree Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Cherry Tree Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.27M	Sell
2025 Q2	$2.11M	Hold
2025 Q1	$1.91M	Buy
2024 Q4	$2M	Sell
2024 Q3	$1.96M	Sell
2024 Q2	$1.9M	Sell
2024 Q1	$1.84M	Hold
2023 Q4	$1.67M	Hold
2023 Q3	$1.5M	Buy
2023 Q2	$1.54M	Buy