Congress Wealth Management LLC Spdr Portfolio S&P 1500 Compos Transaction History

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024
BUY
$50.31 - $58.65 $3.55 Million - $4.14 Million
70,540 New
70,540 $4.12 Million
Q4 2022

Feb 02, 2023
BUY
$44.09 - $50.41 $272,696 - $311,785
6,185 New
6,185 $292,000
Q2 2022

Aug 11, 2022
SELL
$45.19 - $56.15 $648,792 - $806,145
-14,357 Closed
0 $0
Q1 2022

May 16, 2022
SELL
$51.36 - $58.82 $76,731 - $87,877
-1,494 Reduced 9.43%
14,357 $798,000
Q4 2021

Feb 04, 2022
BUY
$52.99 - $58.74 $839,944 - $931,087
15,851 New
15,851 $926,000

Others Institutions Holding SPTM

# of Institutions
607
Shares Held
84.8M
Call Options Held
11.1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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  • Sector ETFs
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