Congress Wealth Management LLC Utilities Sector Spdr Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Congress Wealth Management LLC holds 540,490 shares of XLU stock, worth $48 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

540,490

Previous 10,184 5207.25%

Holding current value

$48 Million

Previous $803,000 5396.39%

% of portfolio

0.45%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$73.09 - $82.77 $38.8 Million - $43.9 Million	530,306 Added 5207.25%	540,490 $44.1 Million
Q1 2025 May 14, 2025	BUY	$74.7 - $80.27 $760,744 - $817,469	10,184 New	10,184 $803,000
Q4 2022 Feb 02, 2023	SELL	$61.52 - $72.67 $76,961 - $90,910	-1,251 Reduced 29.94%	2,928 $206,000
Q3 2022 Nov 08, 2022	BUY	$65.51 - $78.12 $78,546 - $93,665	1,199 Added 40.23%	4,179 $274,000
Q2 2022 Aug 11, 2022	SELL	$64.87 - $76.96 $102,170 - $121,211	-1,575 Reduced 34.58%	2,980 $209,000

Q1 2022 May 16, 2022	BUY	$65.03 - $74.54 $22,110 - $25,343	340 Added 8.07%	4,555 $340,000
Q4 2021 Feb 04, 2022	BUY	$63.88 - $71.58 $269,254 - $301,709	4,215 New	4,215 $302,000

Others Institutions Holding XLU

# of Institutions

1,672

Shares Held

162M

Call Options Held

14.8M

Put Options Held

30.1M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Congress Wealth Management LLC Utilities Sector Spdr Transaction History