Congress Wealth Management LLC Spdr Portfolio Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Congress Wealth Management LLC holds 10,867 shares of SPMD stock, worth $627,351. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,867

Previous 11,553 5.94%

Holding current value

$627,351

Previous $592,000 0.34%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

640

Shares Held

185M

Call Options Held

100

Put Options Held

300

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Congress Wealth Management LLC Spdr Portfolio Transaction History