Cherry Tree Wealth Management, LLC SPSB Holdings History
Cherry Tree Wealth Management, LLC's SPDR Portfolio Short Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Cherry Tree Wealth Management, LLC held 635,280.00 shares of SPDR Portfolio Short Term Corporate Bond ETF(SPSB), totaling $19.12 Mil. This investment constitutes 4.61% of their stock portfolio, and Cherry Tree Wealth Management, LLC now holds 0.24% of the outstanding SPDR Portfolio Short Term Corporate Bond ETF(SPSB) stock.
The initial trade took place in 2023Q2. And since then Cherry Tree Wealth Management, LLC has made 3 purchases of SPSB, at an average price of $29.27, for a total of 684,323.00 shares. In addition, there have been 4 sales at an average price of $29.51 for 49,043.00 shares. Based on historical transaction data and SPSB's current price of $30.10, Cherry Tree Wealth Management, LLC's estimated gain on his SPSB holdings is $540,299.97, reflecting a 2.70% gain to date.
Cherry Tree Wealth Management, LLC SPSB ($30.10) Holding Chart
Cherry Tree Wealth Management, LLC SPSB ($30.10) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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