Congress Wealth Management LLC Energy Sector Spdr Transaction History

Congress Wealth Management LLC

$7.9 Billion
Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Congress Wealth Management LLC holds 510,014 shares of XLE stock, worth $41.9 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

510,014

Previous 487,670 4.58%

Holding current value

$41.9 Million

Previous $41.8 Million 14.09%

% of portfolio

0.6%

Previous 0.6%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$85.7 - $93.96 $1.91 Million - $2.1 Million	22,344 Added 4.58%	510,014 $47.7 Million
Q4 2024 Feb 11, 2025	SELL	$83.32 - $97.27 $412,767 - $481,875	-4,954 Reduced 1.01%	487,670 $41.8 Million
Q3 2024 Nov 12, 2024	SELL	$84.35 - $93.39 $16.6 Million - $18.3 Million	-196,368 Reduced 28.5%	492,624 $43.3 Million
Q2 2024 Aug 13, 2024	SELL	$88.04 - $98.08 $3.8 Million - $4.24 Million	-43,217 Reduced 5.9%	688,992 $62.8 Million
Q1 2024 Apr 18, 2024	SELL	$79.91 - $94.41 $29.1 Million - $34.4 Million	-364,352 Reduced 33.23%	732,209 $69.1 Million
Q4 2023 Feb 09, 2024	SELL	$81.2 - $91.96 $422,483 - $478,467	-5,203 Reduced 0.47%	1,096,561 $91.9 Million
Q3 2023 Oct 30, 2023	SELL	$79.09 - $93.36 $875,605 - $1.03 Million	-11,071 Reduced 0.99%	1,101,764 $99.6 Million
Q2 2023 Jul 13, 2023	BUY	$76.59 - $87.23 $368,704 - $419,925	4,814 Added 0.43%	1,112,835 $90.3 Million
Q1 2023 Apr 14, 2023	BUY	$76.97 - $93.11 $1.11 Million - $1.34 Million	14,426 Added 1.32%	1,108,021 $91.8 Million
Q4 2022 Feb 02, 2023	SELL	$76.09 - $94.08 $2 Million - $2.47 Million	-26,296 Reduced 2.35%	1,093,595 $95.7 Million
Q3 2022 Nov 08, 2022	BUY	$67.49 - $84.09 $1.86 Million - $2.31 Million	27,496 Added 2.52%	1,119,891 $80.7 Million
Q2 2022 Aug 11, 2022	SELL	$70.66 - $92.28 $8.01 Million - $10.5 Million	-113,326 Reduced 9.4%	1,092,395 $78.1 Million
Q1 2022 May 16, 2022	SELL	$57.22 - $78.75 $13.1 Million - $18 Million	-228,741 Reduced 15.95%	1,205,721 $92.2 Million
Q4 2021 Feb 04, 2022	BUY	$53.01 - $59.14 $76 Million - $84.8 Million	1,434,462 New	1,434,462 $79.6 Million

Others Institutions Holding XLE

# of Institutions

2,177

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
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Industry ETFs

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Congress Wealth Management LLC Energy Sector Spdr Transaction History