Congress Wealth Management LLC Spdr Ssga Us Small Cap Low Vol Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Spdr Ssga Us Small Cap Low Vol stock. As of the latest transaction made, Congress Wealth Management LLC holds 85,695 shares of SMLV stock, worth $10.7 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
85,695
Previous 106,147 19.27%
Holding current value
$10.7 Million
Previous $13 Million 17.8%
% of portfolio
0.11%
Previous 0.17%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$110.2 - $126.21 $2.25 Million - $2.58 Million
-20,452 Reduced 19.27%
85,695 $10.7 Million
Q1 2025

May 14, 2025
SELL
$122.03 - $134.83 $243,449 - $268,985
-1,995 Reduced 1.84%
106,147 $13 Million
Q4 2024

Feb 11, 2025
SELL
$120.76 - $140.58 $148,534 - $172,913
-1,230 Reduced 1.12%
108,142 $13.8 Million
Q3 2024

Nov 12, 2024
SELL
$108.3 - $128.14 $6.1 Million - $7.22 Million
-56,306 Reduced 33.99%
109,372 $13.6 Million
Q2 2024

Aug 13, 2024
SELL
$103.54 - $113.03 $52,908 - $57,758
-511 Reduced 0.31%
165,678 $18.2 Million
Q1 2024

Apr 18, 2024
BUY
$105.26 - $112.11 $11,999 - $12,780
114 Added 0.07%
166,189 $18.6 Million
Q4 2023

Feb 09, 2024
SELL
$93.59 - $114.07 $254,658 - $310,384
-2,721 Reduced 1.61%
166,075 $18.7 Million
Q3 2023

Oct 30, 2023
BUY
$98.22 - $109.61 $16.6 Million - $18.5 Million
168,796 New
168,796 $16.7 Million

Others Institutions Holding SMLV

# of Institutions
93
Shares Held
820K
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SSGA US SMALL CAP LOW VOL

SMLV Quotes by TradingView
  • Ticker SMLV
  • Sector ETFs
  • Industry ETFs
More about SMLV
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email