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

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Spdr Ser Tr Spdr Portfolio Int stock. As of the latest transaction made, Congress Wealth Management LLC holds 11,150 shares of SPTI stock, worth $321,900. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,150

Previous 2,572,797 99.57%

Holding current value

$321,900

Previous $73.5 Million 99.56%

% of portfolio

0.0%

Previous 0.93%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$28.21 - $28.85 $72.3 Million - $73.9 Million	-2,561,647 Reduced 99.57%	11,150 $320,000
Q1 2025 May 14, 2025	SELL	$27.64 - $28.58 $10.3 Million - $10.7 Million	-373,367 Reduced 12.67%	2,572,797 $73.5 Million
Q4 2024 Feb 11, 2025	SELL	$27.8 - $29.05 $3.75 Million - $3.92 Million	-134,909 Reduced 4.38%	2,946,164 $82.1 Million
Q3 2024 Nov 12, 2024	SELL	$27.8 - $29.26 $10.5 Million - $11.1 Million	-379,135 Reduced 10.96%	3,081,073 $89.5 Million
Q2 2024 Aug 13, 2024	SELL	$27.5 - $28.16 $1.46 Million - $1.49 Million	-53,005 Reduced 1.51%	3,460,208 $97 Million

Q1 2024 Apr 18, 2024	BUY	$27.94 - $28.64 $3.92 Million - $4.02 Million	140,327 Added 4.16%	3,513,213 $99 Million
Q4 2023 Feb 09, 2024	SELL	$27.05 - $28.64 $11.7 Million - $12.4 Million	-431,794 Reduced 11.35%	3,372,886 $96.3 Million
Q3 2023 Oct 30, 2023	SELL	$27.44 - $28.48 $3.72 Million - $3.86 Million	-135,399 Reduced 3.44%	3,804,680 $105 Million
Q2 2023 Jul 13, 2023	BUY	$28.28 - $29.26 $8.23 Million - $8.52 Million	291,139 Added 7.98%	3,940,079 $111 Million
Q1 2023 Apr 14, 2023	SELL	$27.87 - $29.16 $15.8 Million - $16.5 Million	-566,501 Reduced 13.44%	3,648,940 $106 Million
Q4 2022 Feb 02, 2023	BUY	$27.57 - $28.82 $37.9 Million - $39.6 Million	1,375,199 Added 48.42%	4,215,441 $119 Million
Q3 2022 Nov 08, 2022	BUY	$27.87 - $30.06 $2.47 Million - $2.66 Million	88,571 Added 3.22%	2,840,242 $79.9 Million
Q2 2022 Aug 11, 2022	BUY	$28.62 - $30.13 $78.8 Million - $82.9 Million	2,751,671 New	2,751,671 $81.1 Million

Others Institutions Holding SPTI

# of Institutions

410

Shares Held

299M

Call Options Held

Put Options Held

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