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

Congress Wealth Management LLC

$7.9 Billion
Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Congress Wealth Management LLC holds 150,766 shares of SPEM stock, worth $5.94 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

150,766

Previous 156,019 3.37%

Holding current value

$5.94 Million

Previous $5.99 Million 0.85%

% of portfolio

0.08%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$37.07 - $40.63 $194,728 - $213,429	-5,253 Reduced 3.37%	150,766 $5.94 Million
Q4 2024 Feb 11, 2025	SELL	$38.37 - $42.82 $150,717 - $168,196	-3,928 Reduced 2.46%	156,019 $5.99 Million
Q3 2024 Nov 12, 2024	BUY	$36.02 - $41.68 $434,761 - $503,077	12,070 Added 8.16%	159,947 $6.6 Million
Q2 2024 Aug 13, 2024	BUY	$35.3 - $38.79 $52,632 - $57,835	1,491 Added 1.02%	147,877 $5.57 Million
Q1 2024 Apr 18, 2024	SELL	$33.69 - $36.47 $38,305 - $41,466	-1,137 Reduced 0.77%	146,386 $5.3 Million
Q4 2023 Feb 09, 2024	BUY	$32.26 - $35.46 $53,712 - $59,040	1,665 Added 1.14%	147,523 $5.22 Million
Q3 2023 Oct 30, 2023	BUY	$33.36 - $36.37 $2.98 Million - $3.25 Million	89,254 Added 157.68%	145,858 $4.9 Million
Q2 2023 Jul 13, 2023	BUY	$33.2 - $35.75 $41,334 - $44,508	1,245 Added 2.25%	56,604 $1.95 Million
Q1 2023 Apr 14, 2023	BUY	$32.49 - $36.44 $53,998 - $60,563	1,662 Added 3.1%	55,359 $1.89 Million
Q4 2022 Feb 02, 2023	BUY	$30.18 - $34.51 $63,860 - $73,023	2,116 Added 4.1%	53,697 $1.77 Million
Q3 2022 Nov 08, 2022	BUY	$31.04 - $35.55 $193,161 - $221,227	6,223 Added 13.72%	51,581 $1.6 Million
Q2 2022 Aug 11, 2022	SELL	$33.85 - $40.03 $75,316 - $89,066	-2,225 Reduced 4.68%	45,358 $1.58 Million
Q1 2022 May 16, 2022	SELL	$35.69 - $43.02 $728,468 - $878,081	-20,411 Reduced 30.02%	47,583 $1.84 Million
Q4 2021 Feb 04, 2022	BUY	$40.07 - $44.51 $2.72 Million - $3.03 Million	67,994 New	67,994 $2.82 Million

Others Institutions Holding SPEM

# of Institutions

906

Shares Held

207M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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