Congress Wealth Management LLC Spdr Portfolio Long Term Treas Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Congress Wealth Management LLC holds 2,511,689 shares of SPTL stock, worth $66.2 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
2,511,689
Previous 2,467,068
1.81%
Holding current value
$66.2 Million
Previous $67.3 Million
0.73%
% of portfolio
0.68%
Previous 0.85%
Shares
11 transactions
Others Institutions Holding SPTL
# of Institutions
478Shares Held
358MCall Options Held
19.4KPut Options Held
0-
State Street Corp Boston, MA64.9MShares$1.71 Billion0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa58MShares$1.53 Billion0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA49.6MShares$1.31 Billion2.64% of portfolio
-
Municipal Employees' Retirement System Of Michigan12.6MShares$333 Million4.04% of portfolio
-
Nan Shan Life Insurance Co., Ltd. Taipei City, F511MShares$289 Million6.61% of portfolio