Congress Wealth Management LLC Spdr Portfolio Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Congress Wealth Management LLC holds 14,556 shares of SPYG stock, worth $1.53 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,556
Previous 14,092
3.29%
Holding current value
$1.53 Million
Previous $1.13 Million
22.53%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPYG
# of Institutions
1,388Shares Held
337MCall Options Held
247KPut Options Held
165K-
Lpl Financial LLC Fort Mill, SC39.2MShares$4.11 Billion1.28% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$1.89 Billion3.6% of portfolio
-
Goldman Sachs Group Inc New York, NY14.2MShares$1.49 Billion0.19% of portfolio
-
Allworth Financial LP11.4MShares$1.19 Billion5.41% of portfolio
-
Envestnet Asset Management Inc11MShares$1.15 Billion0.35% of portfolio