Congress Wealth Management LLC Spdr Ser Tr Spdr Portfolio Int Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Spdr Ser Tr Spdr Portfolio Int stock. As of the latest transaction made, Congress Wealth Management LLC holds 3,081,073 shares of SPTI stock, worth $86.4 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
3,081,073
Previous 3,460,208
10.96%
Holding current value
$86.4 Million
Previous $97 Million
7.65%
% of portfolio
1.24%
Previous 1.58%
Shares
10 transactions
Others Institutions Holding SPTI
# of Institutions
350Shares Held
215MCall Options Held
0Put Options Held
800-
Lpl Financial LLC Fort Mill, SC36.8MShares$1.03 Billion0.49% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA34MShares$952 Million2.03% of portfolio
-
Municipal Employees' Retirement System Of Michigan26.4MShares$741 Million10.12% of portfolio
-
Mather Group, Llc. Chicago, IL8.73MShares$245 Million3.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.67MShares$187 Million0.05% of portfolio