Congress Wealth Management LLC Spdr Portfolio Aggregate Bond Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$24.73 - $25.62 $2,052 - $2,126	83 Added 0.23%	35,877 $916,000
Q4 2024 Feb 11, 2025	BUY	$24.94 - $26.14 $143,479 - $150,383	5,753 Added 19.15%	35,794 $894,000
Q3 2024 Nov 12, 2024	SELL	$24.86 - $26.33 $113,113 - $119,801	-4,550 Reduced 13.15%	30,041 $785,000
Q2 2024 Aug 13, 2024	BUY	$24.54 - $25.28 $1,619 - $1,668	66 Added 0.19%	34,591 $867,000
Q1 2024 Apr 18, 2024	SELL	$24.99 - $25.67 $428,078 - $439,727	-17,130 Reduced 33.16%	34,525 $872,000
Q4 2023 Feb 09, 2024	BUY	$23.71 - $25.74 $416,229 - $451,865	17,555 Added 51.48%	51,655 $1.32 Million
Q3 2023 Oct 30, 2023	BUY	$24.28 - $25.47 $395,059 - $414,422	16,271 Added 91.26%	34,100 $829,000
Q2 2023 Jul 13, 2023	BUY	$25.22 - $26.01 $78,913 - $81,385	3,129 Added 21.29%	17,829 $452,000
Q1 2023 Apr 14, 2023	SELL	$24.92 - $26.08 $86,896 - $90,940	-3,487 Reduced 19.17%	14,700 $379,000
Q4 2022 Feb 02, 2023	SELL	$24.25 - $25.85 $72,265 - $77,033	-2,980 Reduced 14.08%	18,187 $457,000
Q3 2022 Nov 08, 2022	BUY	$24.75 - $27.0 $123,131 - $134,325	4,975 Added 30.73%	21,167 $528,000
Q2 2022 Aug 11, 2022	SELL	$25.67 - $27.71 $1.33 Million - $1.44 Million	-51,997 Reduced 76.25%	16,192 $427,000
Q1 2022 May 16, 2022	SELL	$27.54 - $29.46 $435,049 - $465,379	-15,797 Reduced 18.81%	68,189 $1.9 Million
Q4 2021 Feb 04, 2022	BUY	$29.5 - $29.98 $2.48 Million - $2.52 Million	83,986 New	83,986 $2.49 Million

Others Institutions Holding SPAB

# of Institutions

560

Shares Held

275M

Call Options Held

0

Put Options Held

300

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