Congress Wealth Management LLC Financial Sector Spdr Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Congress Wealth Management LLC holds 2,866,169 shares of XLF stock, worth $136 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares

2,866,169

Previous 2,912,582 1.59%

Holding current value

$136 Million

Previous $132 Million 4.94%

% of portfolio

2.0%

Previous 1.83%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$44.89 - $51.34 $2.08 Million - $2.38 Million	-46,413 Reduced 1.59%	2,866,169 $139 Million
Q3 2024 Nov 12, 2024	SELL	$40.84 - $45.74 $1.2 Million - $1.35 Million	-29,443 Reduced 1.0%	2,912,582 $132 Million
Q2 2024 Aug 13, 2024	BUY	$39.59 - $42.49 $2.44 Million - $2.62 Million	61,698 Added 2.14%	2,942,025 $121 Million
Q1 2024 Apr 18, 2024	BUY	$37.27 - $42.12 $30.2 Million - $34.1 Million	810,107 Added 39.13%	2,880,327 $121 Million
Q4 2023 Feb 09, 2024	BUY	$31.45 - $37.72 $11.1 Million - $13.3 Million	353,509 Added 20.59%	2,070,220 $77.8 Million
Q3 2023 Oct 30, 2023	BUY	$33.17 - $35.6 $2.7 Million - $2.89 Million	81,303 Added 4.97%	1,716,711 $56.9 Million
Q2 2023 Jul 13, 2023	SELL	$31.55 - $33.71 $533,542 - $570,069	-16,911 Reduced 1.02%	1,635,408 $55.1 Million
Q1 2023 Apr 14, 2023	SELL	$30.98 - $37.0 $14.2 Million - $17 Million	-459,396 Reduced 21.75%	1,652,319 $53.1 Million
Q4 2022 Feb 02, 2023	BUY	$30.29 - $36.31 $7.93 Million - $9.51 Million	261,935 Added 14.16%	2,111,715 $72.2 Million
Q3 2022 Nov 08, 2022	SELL	$30.36 - $35.81 $15.1 Million - $17.8 Million	-497,116 Reduced 21.18%	1,849,780 $56.2 Million
Q2 2022 Aug 11, 2022	BUY	$30.84 - $38.22 $1.45 Million - $1.79 Million	46,933 Added 2.04%	2,346,896 $73.8 Million
Q1 2022 May 16, 2022	SELL	$35.66 - $41.42 $3.89 Million - $4.52 Million	-109,156 Reduced 4.53%	2,299,963 $88.1 Million
Q4 2021 Feb 04, 2022	BUY	$37.54 - $40.62 $90.4 Million - $97.9 Million	2,409,119 New	2,409,119 $94.1 Million

Others Institutions Holding XLF

# of Institutions

2,044

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Congress Wealth Management LLC Financial Sector Spdr Transaction History