Congress Wealth Management LLC Spdr Ser Tr Oil & Gas Explorat Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Spdr Ser Tr Oil & Gas Explorat stock. As of the latest transaction made, Congress Wealth Management LLC holds 9,115 shares of XOP stock, worth $1.28 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,115

Previous 13,976 34.78%

Holding current value

$1.28 Million

Previous $2.03 Million 41.07%

% of portfolio

0.02%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$126.87 - $148.36 $616,715 - $721,177	-4,861 Reduced 34.78%	9,115 $1.2 Million
Q2 2024 Aug 13, 2024	SELL	$142.71 - $160.59 $16.1 Million - $18.1 Million	-112,623 Reduced 88.96%	13,976 $2.03 Million
Q1 2024 Apr 18, 2024	BUY	$128.16 - $154.93 $72,282 - $87,380	564 Added 0.45%	126,599 $19.6 Million
Q4 2023 Feb 09, 2024	SELL	$129.44 - $152.97 $54,105 - $63,941	-418 Reduced 0.33%	126,035 $17.3 Million
Q3 2023 Oct 30, 2023	BUY	$125.17 - $153.81 $13.9 Million - $17.1 Million	110,879 Added 711.95%	126,453 $18.7 Million
Q2 2023 Jul 13, 2023	BUY	$116.28 - $134.84 $79,651 - $92,365	685 Added 4.6%	15,574 $2.01 Million
Q1 2023 Apr 14, 2023	BUY	$117.03 - $145.45 $51,961 - $64,579	444 Added 3.07%	14,889 $1.9 Million
Q4 2022 Feb 02, 2023	SELL	$130.31 - $160.62 $41,699 - $51,398	-320 Reduced 2.17%	14,445 $1.96 Million
Q3 2022 Nov 08, 2022	BUY	$112.38 - $150.83 $153,735 - $206,335	1,368 Added 10.21%	14,765 $1.84 Million
Q2 2022 Aug 11, 2022	SELL	$119.48 - $169.15 $516,631 - $731,404	-4,324 Reduced 24.4%	13,397 $1.6 Million
Q1 2022 May 16, 2022	SELL	$100.42 - $138.6 $21,991 - $30,353	-219 Reduced 1.22%	17,721 $2.39 Million
Q4 2021 Feb 04, 2022	BUY	$90.95 - $111.47 $1.63 Million - $2 Million	17,940 New	17,940 $1.72 Million

Others Institutions Holding XOP

# of Institutions

465

Shares Held

26M

Call Options Held

8.46M

Put Options Held

10.9M

View Full List

About SPDR SER TR OIL & GAS EXPLORAT

Ticker XOP
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Congress Wealth Management LLC Spdr Ser Tr Oil & Gas Explorat Transaction History