Cherry Tree Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Hold |
3,414
| – | – | 0.49% | 48 |
|
|
2025
Q1 | $1.91M | Buy |
3,414
+8
| +0.2% | +$4.48K | 0.46% | 48 |
|
|
2024
Q4 | $2M | Sell |
3,406
-4
| -0.1% | -$2.34K | 0.49% | 45 |
|
|
2024
Q3 | $1.96M | Sell |
3,410
-88
| -3% | -$50.5K | 0.46% | 46 |
|
|
2024
Q2 | $1.9M | Sell |
3,498
-14
| -0.4% | -$7.62K | 0.48% | 47 |
|
|
2024
Q1 | $1.84M | Hold |
3,512
| – | – | 0.46% | 47 |
|
|
2023
Q4 | $1.67M | Hold |
3,512
| – | – | 0.45% | 47 |
|
|
2023
Q3 | $1.5M | Buy |
3,512
+35
| +1% | +$15K | 0.44% | 42 |
|
|
2023
Q2 | $1.54M | Buy |
+3,477
| New | +$1.54M | 0.45% | 40 |
|