Cherry Tree Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1985414
MINNETONKA, MN
Position in DIA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$208,435
-$7,821 QoQ
Shares Held
450
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $208,435 | 450 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $216,256 | 450 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $208,683 | 450 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $198,292 | 450 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $188,946 | 450 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $68,931 | 162 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $104,087 | 246 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $63,363 | 162 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $64,437 | 162 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $61,052 | 162 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $54,261 | 162 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $55,703 | 162 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||