Congress Wealth Management LLC Industrial Sector Spdr Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Congress Wealth Management LLC holds 228,295 shares of XLI stock, worth $31.6 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

228,295

Previous 236,656 3.53%

Holding current value

$31.6 Million

Previous $32.1 Million 6.15%

% of portfolio

0.43%

Previous 0.45%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$131.76 - $143.99 $1.1 Million - $1.2 Million	-8,361 Reduced 3.53%	228,295 $30.1 Million
Q3 2024 Nov 12, 2024	SELL	$120.56 - $135.44 $1.17 Million - $1.31 Million	-9,677 Reduced 3.93%	236,656 $32.1 Million
Q2 2024 Aug 13, 2024	SELL	$120.47 - $125.94 $13.7 Million - $14.3 Million	-113,470 Reduced 31.54%	246,333 $30 Million
Q1 2024 Apr 18, 2024	SELL	$110.23 - $125.96 $239,860 - $274,088	-2,176 Reduced 0.6%	359,803 $45.3 Million
Q4 2023 Feb 09, 2024	SELL	$96.44 - $114.13 $316,419 - $374,460	-3,281 Reduced 0.9%	361,979 $41.3 Million
Q3 2023 Oct 30, 2023	BUY	$100.74 - $110.75 $2.11 Million - $2.32 Million	20,982 Added 6.09%	365,260 $37 Million
Q2 2023 Jul 13, 2023	BUY	$96.85 - $107.32 $194,281 - $215,283	2,006 Added 0.59%	344,278 $36.9 Million
Q1 2023 Apr 14, 2023	BUY	$96.51 - $103.67 $704,812 - $757,102	7,303 Added 2.18%	342,272 $34.6 Million
Q4 2022 Feb 02, 2023	SELL	$84.74 - $102.33 $2.1 Million - $2.53 Million	-24,743 Reduced 6.88%	334,969 $32.9 Million
Q3 2022 Nov 08, 2022	BUY	$82.84 - $100.53 $8,449 - $10,254	102 Added 0.03%	359,712 $29.8 Million
Q2 2022 Aug 11, 2022	BUY	$85.56 - $102.18 $431,051 - $514,782	5,038 Added 1.42%	359,610 $31.4 Million
Q1 2022 May 16, 2022	SELL	$95.6 - $107.05 $20.5 Million - $23 Million	-214,425 Reduced 37.68%	354,572 $36.5 Million
Q4 2021 Feb 04, 2022	BUY	$98.64 - $107.12 $56.1 Million - $61 Million	568,997 New	568,997 $60.2 Million

Others Institutions Holding XLI

# of Institutions

1,497

Shares Held

135M

Call Options Held

23M

Put Options Held

34.4M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

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Congress Wealth Management LLC Industrial Sector Spdr Transaction History