Congress Wealth Management LLC Spdr Ser Tr Ssga Gender Divers Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Spdr Ser Tr Ssga Gender Divers stock. As of the latest transaction made, Congress Wealth Management LLC holds 5,049 shares of SHE stock, worth $658,238. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,049
Previous 4,422 14.18%
Holding current value
$658,238
Previous $504,000 25.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2025
BUY
$102.11 - $124.82 $64,022 - $78,262
627 Added 14.18%
5,049 $630,000
Q1 2025

May 14, 2025
SELL
$111.29 - $123.42 $25,262 - $28,016
-227 Reduced 4.88%
4,422 $504,000
Q4 2024

Feb 11, 2025
SELL
$113.29 - $121.45 $126,771 - $135,902
-1,119 Reduced 19.4%
4,649 $538,000
Q3 2024

Nov 12, 2024
SELL
$102.79 - $114.21 $6,270 - $6,966
-61 Reduced 1.05%
5,768 $655,000
Q2 2024

Aug 13, 2024
BUY
$100.4 - $109.05 $585,231 - $635,652
5,829 New
5,829 $634,000
Q3 2023

Oct 30, 2023
BUY
$84.78 - $90.85 $92,834 - $99,480
1,095 Added 20.58%
6,415 $545,000
Q2 2023

Jul 13, 2023
BUY
$81.77 - $88.04 $4,824 - $5,194
59 Added 1.12%
5,320 $468,000
Q1 2023

Apr 14, 2023
BUY
$78.34 - $85.23 $5,327 - $5,795
68 Added 1.31%
5,261 $436,000
Q4 2022

Feb 02, 2023
BUY
$72.94 - $83.73 $38,366 - $44,041
526 Added 11.27%
5,193 $409,000
Q3 2022

Nov 08, 2022
BUY
$72.78 - $86.73 $5,604 - $6,678
77 Added 1.68%
4,667 $339,000
Q2 2022

Aug 11, 2022
SELL
$73.56 - $93.77 $163,597 - $208,544
-2,224 Reduced 32.64%
4,590 $348,000
Q1 2022

May 16, 2022
BUY
$84.79 - $102.13 $2,458 - $2,961
29 Added 0.43%
6,814 $629,000
Q4 2021

Feb 04, 2022
BUY
$97.33 - $108.0 $660,384 - $732,780
6,785 New
6,785 $693,000

Others Institutions Holding SHE

# of Institutions
132
Shares Held
1.03M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SSGA GENDER DIVERS

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