Congress Wealth Management LLC Technology Sector Spdr Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Congress Wealth Management LLC holds 12,448 shares of XLK stock, worth $3.31 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,448
Previous 1,003,072 98.76%
Holding current value
$3.31 Million
Previous $207 Million 98.48%
% of portfolio
0.03%
Previous 2.62%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$179.73 - $253.23 $178 Million - $251 Million
-990,624 Reduced 98.76%
12,448 $3.15 Million
Q1 2025

May 14, 2025
BUY
$206.38 - $242.18 $1.87 Million - $2.2 Million
9,070 Added 0.91%
1,003,072 $207 Million
Q4 2024

Feb 11, 2025
SELL
$220.26 - $241.44 $4.95 Million - $5.43 Million
-22,485 Reduced 2.21%
994,002 $231 Million
Q3 2024

Nov 12, 2024
BUY
$197.34 - $237.68 $274,894 - $331,088
1,393 Added 0.14%
1,016,487 $229 Million
Q2 2024

Aug 13, 2024
SELL
$192.53 - $231.41 $2.35 Million - $2.83 Million
-12,217 Reduced 1.19%
1,015,094 $230 Million
Q1 2024

Apr 18, 2024
BUY
$184.12 - $211.02 $1.46 Million - $1.68 Million
7,946 Added 0.78%
1,027,311 $214 Million
Q4 2023

Feb 09, 2024
BUY
$160.19 - $193.07 $14.9 Million - $18 Million
93,252 Added 10.07%
1,019,365 $196 Million
Q3 2023

Oct 30, 2023
BUY
$161.97 - $180.26 $2.6 Million - $2.89 Million
16,052 Added 1.76%
926,113 $152 Million
Q2 2023

Jul 13, 2023
SELL
$143.97 - $174.63 $1.79 Million - $2.17 Million
-12,430 Reduced 1.35%
910,061 $158 Million
Q1 2023

Apr 14, 2023
SELL
$121.18 - $151.01 $48.8 Million - $60.9 Million
-403,025 Reduced 30.41%
922,491 $139 Million
Q4 2022

Feb 02, 2023
SELL
$116.56 - $136.15 $3.53 Million - $4.12 Million
-30,297 Reduced 2.23%
1,325,516 $165 Million
Q3 2022

Nov 08, 2022
BUY
$118.78 - $151.56 $20.4 Million - $26.1 Million
172,026 Added 14.53%
1,355,813 $161 Million
Q2 2022

Aug 11, 2022
BUY
$123.49 - $161.47 $3.96 Million - $5.18 Million
32,095 Added 2.79%
1,183,787 $150 Million
Q1 2022

May 16, 2022
BUY
$141.39 - $175.52 $8.25 Million - $10.2 Million
58,365 Added 5.34%
1,151,692 $183 Million
Q4 2021

Feb 04, 2022
BUY
$148.06 - $176.65 $162 Million - $193 Million
1,093,327 New
1,093,327 $190 Million

Others Institutions Holding XLK

# of Institutions
2,484
Shares Held
285M
Call Options Held
9.66M
Put Options Held
15.4M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email