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 $10.9 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

85,695

Previous 106,147 19.27%

Holding current value

$10.9 Million

Previous $13 Million 17.8%

% of portfolio

0.11%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

881K

Call Options Held

Put Options Held

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About SPDR SSGA US SMALL CAP LOW VOL

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