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

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,145,172 shares of SPBO stock, worth $32.5 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

1,145,172

Previous 1,128,340 1.49%

Holding current value

$32.5 Million

Previous $33.9 Million 3.21%

% of portfolio

0.47%

Previous 0.47%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$28.56 - $30.02 $480,721 - $505,296	16,832 Added 1.49%	1,145,172 $32.8 Million
Q3 2024 Nov 12, 2024	SELL	$28.45 - $30.18 $170,728 - $181,110	-6,001 Reduced 0.53%	1,128,340 $33.9 Million
Q2 2024 Aug 13, 2024	SELL	$28.13 - $28.99 $87,512 - $90,187	-3,111 Reduced 0.27%	1,134,341 $32.6 Million
Q1 2024 Apr 18, 2024	BUY	$28.68 - $29.47 $438,431 - $450,507	15,287 Added 1.36%	1,137,452 $33.1 Million
Q4 2023 Feb 09, 2024	SELL	$26.77 - $29.6 $655,142 - $724,400	-24,473 Reduced 2.13%	1,122,165 $33 Million
Q3 2023 Oct 30, 2023	SELL	$27.56 - $28.96 $12.7 Million - $13.3 Million	-459,887 Reduced 28.63%	1,146,638 $31.6 Million
Q2 2023 Jul 13, 2023	SELL	$28.44 - $29.46 $998,386 - $1.03 Million	-35,105 Reduced 2.14%	1,606,525 $46.4 Million
Q1 2023 Apr 14, 2023	SELL	$28.24 - $29.83 $17.1 Million - $18.1 Million	-605,591 Reduced 26.95%	1,641,630 $48 Million
Q4 2022 Feb 02, 2023	BUY	$26.99 - $29.37 $30.1 Million - $32.7 Million	1,113,675 Added 98.25%	2,247,221 $63.8 Million
Q3 2022 Nov 08, 2022	BUY	$27.57 - $30.56 $4.09 Million - $4.53 Million	148,349 Added 15.06%	1,133,546 $31.5 Million
Q2 2022 Aug 11, 2022	BUY	$28.93 - $32.12 $26.9 Million - $29.9 Million	929,522 Added 1669.55%	985,197 $29.1 Million
Q1 2022 May 16, 2022	SELL	$31.54 - $34.53 $885,517 - $969,464	-28,076 Reduced 33.52%	55,675 $1.78 Million
Q4 2021 Feb 04, 2022	BUY	$34.61 - $35.48 $2.9 Million - $2.97 Million	83,751 New	83,751 $2.92 Million

Others Institutions Holding SPBO

# of Institutions

166

Shares Held

52.7M

Call Options Held

20.1K

Put Options Held

View Full List

About SPDR SER TR SPDR PORTFOLIO COR

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