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

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

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 159,947 shares of SPEM stock, worth $6.27 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
159,947
Previous 147,877 8.16%
Holding current value
$6.27 Million
Previous $5.57 Million 18.53%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 12, 2024
BUY
$36.02 - $41.68 $434,761 - $503,077
12,070 Added 8.16%
159,947 $6.6 Million
Q2 2024

Aug 13, 2024
BUY
$35.3 - $38.79 $52,632 - $57,835
1,491 Added 1.02%
147,877 $5.57 Million
Q1 2024

Apr 18, 2024
SELL
$33.69 - $36.47 $38,305 - $41,466
-1,137 Reduced 0.77%
146,386 $5.3 Million
Q4 2023

Feb 09, 2024
BUY
$32.26 - $35.46 $53,712 - $59,040
1,665 Added 1.14%
147,523 $5.22 Million
Q3 2023

Oct 30, 2023
BUY
$33.36 - $36.37 $2.98 Million - $3.25 Million
89,254 Added 157.68%
145,858 $4.9 Million
Q2 2023

Jul 13, 2023
BUY
$33.2 - $35.75 $41,334 - $44,508
1,245 Added 2.25%
56,604 $1.95 Million
Q1 2023

Apr 14, 2023
BUY
$32.49 - $36.44 $53,998 - $60,563
1,662 Added 3.1%
55,359 $1.89 Million
Q4 2022

Feb 02, 2023
BUY
$30.18 - $34.51 $63,860 - $73,023
2,116 Added 4.1%
53,697 $1.77 Million
Q3 2022

Nov 08, 2022
BUY
$31.04 - $35.55 $193,161 - $221,227
6,223 Added 13.72%
51,581 $1.6 Million
Q2 2022

Aug 11, 2022
SELL
$33.85 - $40.03 $75,316 - $89,066
-2,225 Reduced 4.68%
45,358 $1.58 Million
Q1 2022

May 16, 2022
SELL
$35.69 - $43.02 $728,468 - $878,081
-20,411 Reduced 30.02%
47,583 $1.84 Million
Q4 2021

Feb 04, 2022
BUY
$40.07 - $44.51 $2.72 Million - $3.03 Million
67,994 New
67,994 $2.82 Million

Others Institutions Holding SPEM

# of Institutions
845
Shares Held
202M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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