Congress Wealth Management LLC Select Sector Spdr Fd Material Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Congress Wealth Management LLC holds 296,622 shares of XLB stock, worth $26.1 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
296,622
Holding current value
$26.1 Million
% of portfolio
0.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$83.8 - $97.58 $24.9 Million - $28.9 Million
296,622 New
296,622 $25 Million
Q3 2022

Nov 08, 2022
SELL
$67.32 - $81.52 $23.8 Million - $28.8 Million
-353,838 Reduced 98.77%
4,420 $300,000
Q2 2022

Aug 11, 2022
SELL
$73.54 - $90.55 $190,321 - $234,343
-2,588 Reduced 0.72%
358,258 $26.4 Million
Q1 2022

May 16, 2022
SELL
$79.77 - $90.53 $1.13 Million - $1.28 Million
-14,135 Reduced 3.77%
360,846 $31.8 Million
Q4 2021

Feb 04, 2022
BUY
$80.02 - $90.61 $30 Million - $34 Million
374,981 New
374,981 $34 Million

Others Institutions Holding XLB

# of Institutions
948
Shares Held
62.1M
Call Options Held
9.93M
Put Options Held
12.9M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

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