Congress Wealth Management LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Congress Wealth Management LLC holds 26,444 shares of XBI stock, worth $2.43 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
26,444
Previous 25,717 2.83%
Holding current value
$2.43 Million
Previous $2.38 Million 9.56%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$90.87 - $102.43 $66,062 - $74,466
727 Added 2.83%
26,444 $2.61 Million
Q2 2024

Aug 13, 2024
BUY
$82.22 - $94.12 $24,254 - $27,765
295 Added 1.16%
25,717 $2.38 Million
Q1 2024

Apr 18, 2024
SELL
$87.05 - $102.89 $57,104 - $67,495
-656 Reduced 2.52%
25,422 $2.41 Million
Q4 2023

Feb 09, 2024
SELL
$64.12 - $90.86 $16.4 Million - $23.2 Million
-255,178 Reduced 90.73%
26,078 $2.33 Million
Q3 2023

Oct 30, 2023
BUY
$71.88 - $85.76 $759,412 - $906,054
10,565 Added 3.9%
281,256 $20.5 Million
Q2 2023

Jul 13, 2023
BUY
$75.38 - $90.23 $15 Million - $17.9 Million
198,923 Added 277.18%
270,691 $22.5 Million
Q1 2023

Apr 14, 2023
BUY
$73.13 - $91.97 $240,305 - $302,213
3,286 Added 4.8%
71,768 $5.47 Million
Q4 2022

Feb 02, 2023
SELL
$76.72 - $85.66 $35,137 - $39,232
-458 Reduced 0.66%
68,482 $5.68 Million
Q3 2022

Nov 08, 2022
SELL
$75.06 - $94.9 $34,977 - $44,223
-466 Reduced 0.67%
68,940 $5.47 Million
Q2 2022

Aug 11, 2022
BUY
$62.81 - $96.09 $3.76 Million - $5.75 Million
59,885 Added 628.98%
69,406 $5.16 Million
Q1 2022

May 16, 2022
BUY
$81.07 - $115.44 $771,867 - $1.1 Million
9,521 New
9,521 $856,000

Others Institutions Holding XBI

# of Institutions
927
Shares Held
101M
Call Options Held
28.4M
Put Options Held
33.4M
View Full List

About SPDR SER TR SPDR S&P BIOTECH E

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