Congress Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Congress Wealth Management LLC holds 177,017 shares of SPDW stock, worth $7.75 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
177,017
Previous 180,132 1.73%
Holding current value
$7.75 Million
Previous $6.56 Million 9.29%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Aug 13, 2025
SELL
$32.66 - $40.75 $101,735 - $126,936
-3,115 Reduced 1.73%
177,017 $7.17 Million
Q1 2025

May 14, 2025
SELL
$33.84 - $37.77 $302,800 - $337,965
-8,948 Reduced 4.73%
180,132 $6.56 Million
Q4 2024

Feb 11, 2025
BUY
$34.13 - $37.35 $181,810 - $198,963
5,327 Added 2.9%
189,080 $6.45 Million
Q3 2024

Nov 12, 2024
BUY
$33.74 - $37.96 $312,871 - $352,003
9,273 Added 5.31%
183,753 $6.9 Million
Q2 2024

Aug 13, 2024
SELL
$34.2 - $36.64 $409,750 - $438,983
-11,981 Reduced 6.43%
174,480 $6.12 Million
Q1 2024

Apr 18, 2024
SELL
$32.85 - $35.9 $186,982 - $204,342
-5,692 Reduced 2.96%
186,461 $6.68 Million
Q4 2023

Feb 09, 2024
SELL
$29.46 - $34.07 $19,384 - $22,418
-658 Reduced 0.34%
192,153 $6.54 Million
Q3 2023

Oct 30, 2023
SELL
$30.88 - $33.58 $388,902 - $422,906
-12,594 Reduced 6.13%
192,811 $5.98 Million
Q2 2023

Jul 13, 2023
SELL
$31.7 - $33.66 $77,062 - $81,827
-2,431 Reduced 1.17%
205,405 $6.68 Million
Q1 2023

Apr 14, 2023
BUY
$29.83 - $32.71 $30,844 - $33,822
1,034 Added 0.5%
207,836 $6.68 Million
Q4 2022

Feb 02, 2023
SELL
$25.7 - $31.02 $81,212 - $98,023
-3,160 Reduced 1.51%
206,802 $6.14 Million
Q3 2022

Nov 08, 2022
BUY
$25.67 - $30.93 $595,775 - $717,854
23,209 Added 12.43%
209,962 $5.42 Million
Q2 2022

Aug 11, 2022
SELL
$28.57 - $34.74 $122,908 - $149,451
-4,302 Reduced 2.25%
186,753 $5.39 Million
Q1 2022

May 16, 2022
SELL
$31.42 - $36.91 $2.82 Million - $3.31 Million
-89,612 Reduced 31.93%
191,055 $6.55 Million
Q4 2021

Feb 04, 2022
BUY
$35.28 - $37.98 $9.9 Million - $10.7 Million
280,667 New
280,667 $10.2 Million

Others Institutions Holding SPDW

# of Institutions
1,192
Shares Held
607M
Call Options Held
5.2K
Put Options Held
13K
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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