Congress Wealth Management LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,179,900 shares of SPBO stock, worth $34.4 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
1,179,900
Previous 1,140,831
3.42%
Holding current value
$34.4 Million
Previous $33.1 Million
4.1%
% of portfolio
0.35%
Previous 0.42%
Shares
15 transactions
Others Institutions Holding SPBO
# of Institutions
171Shares Held
41.8MCall Options Held
9.1KPut Options Held
0-
Ameriprise Financial Inc Minneapolis, MN6.35MShares$185 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.78MShares$81.1 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.7MShares$78.8 Million0.01% of portfolio
-
Nepc LLC Boston, MA2.55MShares$74.5 Million1.9% of portfolio
-
St Germain D J CO Inc Springfield, MA2.3MShares$67.1 Million3.02% of portfolio