Congress Wealth Management LLC Financial Sector Spdr Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Congress Wealth Management LLC holds 2,879,565 shares of XLF stock, worth $151 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
2,879,565
Previous 2,863,339 0.57%
Holding current value
$151 Million
Previous $143 Million 5.74%
% of portfolio
1.55%
Previous 1.81%

Shares

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

Aug 13, 2025
BUY
$43.92 - $52.37 $712,645 - $849,755
16,226 Added 0.57%
2,879,565 $151 Million
Q1 2025

May 14, 2025
SELL
$47.32 - $52.19 $133,915 - $147,697
-2,830 Reduced 0.1%
2,863,339 $143 Million
Q4 2024

Feb 11, 2025
SELL
$44.89 - $51.34 $2.08 Million - $2.38 Million
-46,413 Reduced 1.59%
2,866,169 $139 Million
Q3 2024

Nov 12, 2024
SELL
$40.84 - $45.74 $1.2 Million - $1.35 Million
-29,443 Reduced 1.0%
2,912,582 $132 Million
Q2 2024

Aug 13, 2024
BUY
$39.59 - $42.49 $2.44 Million - $2.62 Million
61,698 Added 2.14%
2,942,025 $121 Million
Q1 2024

Apr 18, 2024
BUY
$37.27 - $42.12 $30.2 Million - $34.1 Million
810,107 Added 39.13%
2,880,327 $121 Million
Q4 2023

Feb 09, 2024
BUY
$31.45 - $37.72 $11.1 Million - $13.3 Million
353,509 Added 20.59%
2,070,220 $77.8 Million
Q3 2023

Oct 30, 2023
BUY
$33.17 - $35.6 $2.7 Million - $2.89 Million
81,303 Added 4.97%
1,716,711 $56.9 Million
Q2 2023

Jul 13, 2023
SELL
$31.55 - $33.71 $533,542 - $570,069
-16,911 Reduced 1.02%
1,635,408 $55.1 Million
Q1 2023

Apr 14, 2023
SELL
$30.98 - $37.0 $14.2 Million - $17 Million
-459,396 Reduced 21.75%
1,652,319 $53.1 Million
Q4 2022

Feb 02, 2023
BUY
$30.29 - $36.31 $7.93 Million - $9.51 Million
261,935 Added 14.16%
2,111,715 $72.2 Million
Q3 2022

Nov 08, 2022
SELL
$30.36 - $35.81 $15.1 Million - $17.8 Million
-497,116 Reduced 21.18%
1,849,780 $56.2 Million
Q2 2022

Aug 11, 2022
BUY
$30.84 - $38.22 $1.45 Million - $1.79 Million
46,933 Added 2.04%
2,346,896 $73.8 Million
Q1 2022

May 16, 2022
SELL
$35.66 - $41.42 $3.89 Million - $4.52 Million
-109,156 Reduced 4.53%
2,299,963 $88.1 Million
Q4 2021

Feb 04, 2022
BUY
$37.54 - $40.62 $90.4 Million - $97.9 Million
2,409,119 New
2,409,119 $94.1 Million

Others Institutions Holding XLF

# of Institutions
2,159
Shares Held
765M
Call Options Held
132M
Put Options Held
244M
View Full List

About FINANCIAL SECTOR SPDR

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