Congress Asset Management CO Spdr Portfolio S&P 1500 Compos Transaction History

Congress Asset Management CO

$14.4 Billion
Q3 2025

A detailed history of Congress Asset Management CO transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Congress Asset Management CO holds 2,778 shares of SPTM stock, worth $225,490. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,778

Holding current value

$225,490

% of portfolio

0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$74.93 - $80.73 $208,155 - $224,267	2,778 New	2,778 $224,000
Q4 2024 Jan 30, 2025	BUY	$69.3 - $74.3 $580,941 - $622,856	8,383 New	8,383 $598,000
Q4 2023 Mar 04, 2024	BUY	$50.31 - $58.65 $1.82 Million - $2.12 Million	36,228 Added 549.74%	42,818 $2.5 Million
Q3 2023 Nov 01, 2023	BUY	$52.22 - $56.31 $344,129 - $371,082	6,590 New	6,590 $345,000
Q4 2022 Jan 18, 2023	BUY	$44.09 - $50.41 $299,150 - $342,031	6,785 New	6,785 $0
Q1 2020 Apr 21, 2020	SELL	$27.12 - $41.81 $231,360 - $356,681	-8,531 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$35.63 - $39.97 $303,959 - $340,984	8,531 New	8,531 $340,000
Q1 2019 May 08, 2019	SELL	N/A	-14,684 Closed	0 $0
Q4 2018 Jan 25, 2019	BUY	N/A	14,684 New	14,684 $454,000

Others Institutions Holding SPTM

# of Institutions

761

Shares Held

98.3M

Call Options Held

46.9K

Put Options Held

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Congress Asset Management CO Spdr Portfolio S&P 1500 Compos Transaction History