Congress Wealth Management LLC / DE / »

SPDR Barclays Capital Intl Tresy Bd ETF shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of SPDR Barclays Capital Intl Tresy Bd ETF (BWX) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in SPDR Barclays Capital Intl Tresy Bd ETF

Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 20250.5M1M20k30k40k50k
Value ($)Share countHistorical BWX position of Congress Wealth Management … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Intl Tresy Bd ETF held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Barclays Capital Intl Tresy Bd ETF by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-12-31 $303k 14k 21.39
2024-09-30 $331k 14k 23.36
2023-09-30 $425k 20k 21.24
2023-06-30 $910k 40k 22.55
2023-03-31 $956k 41k 23.12
2022-12-31 $936k 42k 22.43
2022-09-30 $881k 42k 20.82
2022-06-30 $1.0M 45k 23.15
2022-03-31 $1.3M 48k 26.02
2021-12-31 $1.4M 49k 28.27

More positions owned by Congress Wealth Management LLC / DE /

Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Select Sector Spdr Tr Financial (XLF)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Communication (XLC)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Coca-Cola Company (KO)
Spdr Ser Tr Portfolio S&p600 (SPSM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding SPDR Barclays Capital Intl Tresy Bd ETF

Manufacturers Life Insurance Company
ARGI Investment Services
Morgan Stanley
Checchi Capital Advisers
Envestnet Asset Management
Creative Planning
Financial Engines Advisors L.L.C
LPL Financial
Ackerman Capital Advisors
Leuthold Weeden Capital Management
Jane Street
Cetera Investment Advisers
Net Worth Advisory Group
RPg Family Wealth Advisory
UBS Group

View all funds holding SPDR Barclays Capital Intl Tresy Bd ETF