Congress Wealth Management LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Congress Wealth Management LLC

$6.12 Billion
Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Congress Wealth Management LLC holds 19,011 shares of SPMB stock, worth $429,458. This represents 0.01% of its overall portfolio holdings.

Number of Shares

19,011

Holding current value

$429,458

% of portfolio

0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$20.97 - $21.76 $398,660 - $413,679	19,011 New	19,011 $410,000
Q3 2023 Oct 30, 2023	SELL	$20.73 - $21.96 $2,052 - $2,174	-99 Reduced 0.33%	30,221 $628,000
Q2 2023 Jul 13, 2023	SELL	$21.68 - $22.43 $5,246 - $5,428	-242 Reduced 0.79%	30,320 $664,000
Q1 2023 Apr 14, 2023	SELL	$21.47 - $22.62 $41,823 - $44,063	-1,948 Reduced 5.99%	30,562 $677,000
Q4 2022 Feb 02, 2023	SELL	$20.76 - $22.35 $133,839 - $144,090	-6,447 Reduced 16.55%	32,510 $705,000
Q3 2022 Nov 08, 2022	SELL	$21.2 - $23.55 $6,466 - $7,182	-305 Reduced 0.78%	38,957 $836,000
Q2 2022 Aug 11, 2022	BUY	$22.01 - $23.84 $45,582 - $49,372	2,071 Added 5.57%	39,262 $897,000
Q1 2022 May 16, 2022	SELL	$23.73 - $25.3 $483,213 - $515,183	-20,363 Reduced 35.38%	37,191 $891,000
Q4 2021 Feb 04, 2022	BUY	$25.33 - $25.72 $1.46 Million - $1.48 Million	57,554 New	57,554 $1.46 Million

Others Institutions Holding SPMB

# of Institutions

215

Shares Held

234M

Call Options Held

Put Options Held

12.3K

View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

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Congress Wealth Management LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History