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SPDR S&P Emerging Markets Small Cap shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of SPDR S&P Emerging Markets Small Cap (EWX) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in SPDR S&P Emerging Markets Small Cap

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Emerging Markets Small Cap held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Emerging Markets Small Cap by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $31k 561 55.80
2023-12-31 $32k 561 56.46
2023-09-30 $30k 561 53.48
2023-06-30 $30k 561 52.51

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding SPDR S&P Emerging Markets Small Cap

Creative Planning
New York Life Investment Management
Bank of America Corporation
Waddell & Associates
Affinity Wealth Management
LPL Financial
Mariner Wealth Advisors
Morgan Stanley
Jane Street
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
N.E.W. Advisory Services
Victory Capital Management
Wells Fargo & Company
Ameriprise Financial
Venturi Wealth Management

View all funds holding SPDR S&P Emerging Markets Small Cap