Congress Wealth Management LLC Spdr Series Tr Spdr S&P Homebu Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Spdr Series Tr Spdr S&P Homebu stock. As of the latest transaction made, Congress Wealth Management LLC holds 9,508 shares of XHB stock, worth $1 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,508
Previous 6,666
42.63%
Holding current value
$1 Million
Previous $645,000
45.27%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding XHB
# of Institutions
354Shares Held
17.1MCall Options Held
5.89MPut Options Held
5.97M-
Goldman Sachs Group Inc New York, NY2.83MShares$298 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.98MShares$209 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.15MShares$122 Million0.01% of portfolio
-
Natixis Paris, I01.1MShares$116 Million0.49% of portfolio
-
Ubs Group Ag1MShares$106 Million0.02% of portfolio