Congress Wealth Management LLC Technology Sector Spdr Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Congress Wealth Management LLC holds 994,002 shares of XLK stock, worth $240 Million. This represents 3.33% of its overall portfolio holdings.

Number of Shares

994,002

Previous 1,016,487 2.21%

Holding current value

$240 Million

Previous $229 Million 0.72%

% of portfolio

3.33%

Previous 3.19%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$220.26 - $241.44 $4.95 Million - $5.43 Million	-22,485 Reduced 2.21%	994,002 $231 Million
Q3 2024 Nov 12, 2024	BUY	$197.34 - $237.68 $274,894 - $331,088	1,393 Added 0.14%	1,016,487 $229 Million
Q2 2024 Aug 13, 2024	SELL	$192.53 - $231.41 $2.35 Million - $2.83 Million	-12,217 Reduced 1.19%	1,015,094 $230 Million
Q1 2024 Apr 18, 2024	BUY	$184.12 - $211.02 $1.46 Million - $1.68 Million	7,946 Added 0.78%	1,027,311 $214 Million
Q4 2023 Feb 09, 2024	BUY	$160.19 - $193.07 $14.9 Million - $18 Million	93,252 Added 10.07%	1,019,365 $196 Million
Q3 2023 Oct 30, 2023	BUY	$161.97 - $180.26 $2.6 Million - $2.89 Million	16,052 Added 1.76%	926,113 $152 Million
Q2 2023 Jul 13, 2023	SELL	$143.97 - $174.63 $1.79 Million - $2.17 Million	-12,430 Reduced 1.35%	910,061 $158 Million
Q1 2023 Apr 14, 2023	SELL	$121.18 - $151.01 $48.8 Million - $60.9 Million	-403,025 Reduced 30.41%	922,491 $139 Million
Q4 2022 Feb 02, 2023	SELL	$116.56 - $136.15 $3.53 Million - $4.12 Million	-30,297 Reduced 2.23%	1,325,516 $165 Million
Q3 2022 Nov 08, 2022	BUY	$118.78 - $151.56 $20.4 Million - $26.1 Million	172,026 Added 14.53%	1,355,813 $161 Million
Q2 2022 Aug 11, 2022	BUY	$123.49 - $161.47 $3.96 Million - $5.18 Million	32,095 Added 2.79%	1,183,787 $150 Million
Q1 2022 May 16, 2022	BUY	$141.39 - $175.52 $8.25 Million - $10.2 Million	58,365 Added 5.34%	1,151,692 $183 Million
Q4 2021 Feb 04, 2022	BUY	$148.06 - $176.65 $162 Million - $193 Million	1,093,327 New	1,093,327 $190 Million

Others Institutions Holding XLK

# of Institutions

2,396

Shares Held

182M

Call Options Held

13.7M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Congress Wealth Management LLC Technology Sector Spdr Transaction History