Congress Wealth Management LLC Spdr Portfolio Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Congress Wealth Management LLC holds 10,259 shares of SPMD stock, worth $562,398. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,259
Previous 10,530 2.57%
Holding current value
$562,398
Previous $538,000 3.53%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2025
SELL
$44.89 - $54.38 $12,165 - $14,736
-271 Reduced 2.57%
10,259 $557,000
Q1 2025

May 14, 2025
SELL
$50.21 - $57.73 $2,811 - $3,232
-56 Reduced 0.53%
10,530 $538,000
Q4 2024

Feb 11, 2025
SELL
$54.13 - $59.56 $15,210 - $16,736
-281 Reduced 2.59%
10,586 $578,000
Q3 2024

Nov 12, 2024
SELL
$50.29 - $54.92 $34,498 - $37,675
-686 Reduced 5.94%
10,867 $594,000
Q2 2024

Aug 13, 2024
BUY
$49.54 - $53.39 $572,335 - $616,814
11,553 New
11,553 $592,000
Q3 2023

Oct 30, 2023
SELL
$43.23 - $47.8 $2,766 - $3,059
-64 Reduced 0.47%
13,637 $597,000
Q2 2023

Jul 13, 2023
BUY
$42.21 - $45.89 $16,504 - $17,942
391 Added 2.94%
13,701 $628,000
Q1 2023

Apr 14, 2023
SELL
$41.67 - $47.74 $25,835 - $29,598
-620 Reduced 4.45%
13,310 $584,000
Q4 2022

Feb 02, 2023
SELL
$39.32 - $45.21 $39,005 - $44,848
-992 Reduced 6.65%
13,930 $592,000
Q3 2022

Nov 08, 2022
BUY
$38.55 - $46.17 $55,627 - $66,623
1,443 Added 10.71%
14,922 $575,000
Q2 2022

Aug 11, 2022
SELL
$38.67 - $47.45 $329,429 - $404,226
-8,519 Reduced 38.73%
13,479 $535,000
Q1 2022

May 16, 2022
SELL
$44.15 - $50.14 $2.27 Million - $2.58 Million
-51,446 Reduced 70.05%
21,998 $1.04 Million
Q4 2021

Feb 04, 2022
BUY
$46.63 - $50.95 $3.42 Million - $3.74 Million
73,444 New
73,444 $3.65 Million

Others Institutions Holding SPMD

# of Institutions
771
Shares Held
219M
Call Options Held
14.1K
Put Options Held
700
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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