Congress Wealth Management LLC Select Sector Spdr Fd Material Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Congress Wealth Management LLC holds 14,759 shares of XLB stock, worth $1.28 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,759

Previous 2,870 414.25%

Holding current value

$1.28 Million

Previous $246,000 426.42%

% of portfolio

0.01%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$74.27 - $88.92 $882,996 - $1.06 Million	11,889 Added 414.25%	14,759 $1.3 Million
Q1 2025 May 14, 2025	SELL	$83.19 - $90.99 $24.4 Million - $26.7 Million	-293,752 Reduced 99.03%	2,870 $246,000
Q4 2024 Feb 11, 2025	BUY	$83.8 - $97.58 $24.9 Million - $28.9 Million	296,622 New	296,622 $25 Million
Q3 2022 Nov 08, 2022	SELL	$67.32 - $81.52 $23.8 Million - $28.8 Million	-353,838 Reduced 98.77%	4,420 $300,000
Q2 2022 Aug 11, 2022	SELL	$73.54 - $90.55 $190,321 - $234,343	-2,588 Reduced 0.72%	358,258 $26.4 Million

Q1 2022 May 16, 2022	SELL	$79.77 - $90.53 $1.13 Million - $1.28 Million	-14,135 Reduced 3.77%	360,846 $31.8 Million
Q4 2021 Feb 04, 2022	BUY	$80.02 - $90.61 $30 Million - $34 Million	374,981 New	374,981 $34 Million

Others Institutions Holding XLB

# of Institutions

944

Shares Held

59.8M

Call Options Held

14.6M

Put Options Held

17.7M

View Full List

About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
Sector ETFs
Industry ETFs

More about XLB

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Congress Wealth Management LLC Select Sector Spdr Fd Material Transaction History