Congress Wealth Management LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Congress Wealth Management LLC holds 44,362 shares of SPLG stock, worth $2.95 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
44,362
Previous 44,303 0.13%
Holding current value
$2.95 Million
Previous $2.99 Million 2.27%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$66.77 - $71.52 $3,939 - $4,219
59 Added 0.13%
44,362 $3.06 Million
Q3 2024

Nov 12, 2024
SELL
$60.84 - $67.51 $359,990 - $399,456
-5,917 Reduced 11.78%
44,303 $2.99 Million
Q2 2024

Aug 13, 2024
BUY
$58.24 - $64.51 $2.92 Million - $3.24 Million
50,220 New
50,220 $3.21 Million
Q3 2023

Oct 30, 2023
SELL
$50.09 - $53.81 $162,542 - $174,613
-3,245 Reduced 5.55%
55,218 $2.78 Million
Q2 2023

Jul 13, 2023
SELL
$47.56 - $52.11 $137,400 - $150,545
-2,889 Reduced 4.71%
58,463 $3.05 Million
Q1 2023

Apr 14, 2023
SELL
$44.61 - $48.99 $127,584 - $140,111
-2,860 Reduced 4.45%
61,352 $2.95 Million
Q4 2022

Feb 02, 2023
SELL
$41.93 - $47.9 $158,788 - $181,397
-3,787 Reduced 5.57%
64,212 $2.89 Million
Q3 2022

Nov 08, 2022
BUY
$41.99 - $50.54 $489,351 - $588,993
11,654 Added 20.68%
67,999 $2.86 Million
Q2 2022

Aug 11, 2022
SELL
$43.16 - $53.73 $1.18 Million - $1.47 Million
-27,315 Reduced 32.65%
56,345 $2.5 Million
Q1 2022

May 16, 2022
SELL
$48.98 - $56.19 $8.89 Million - $10.2 Million
-181,570 Reduced 68.46%
83,660 $4.45 Million
Q4 2021

Feb 04, 2022
BUY
$50.43 - $56.16 $13.4 Million - $14.9 Million
265,230 New
265,230 $14.8 Million

Others Institutions Holding SPLG

# of Institutions
1,302
Shares Held
553M
Call Options Held
408K
Put Options Held
745K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
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