Spdr Series Trust equity shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Spdr Series Trust equity (IBND) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Spdr Series Trust equity
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All positions including Spdr Series Trust equity held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Spdr Series Trust equity by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $299k | 9.8k | 30.60 |
| 2023-09-30 | $275k | 10k | 27.13 |
| 2023-06-30 | $289k | 10k | 28.38 |
| 2023-03-31 | $297k | 10k | 28.54 |
| 2022-12-31 | $281k | 10k | 27.72 |
| 2022-09-30 | $264k | 11k | 25.12 |
| 2022-06-30 | $298k | 11k | 28.08 |
| 2022-03-31 | $352k | 11k | 31.83 |
| 2021-12-31 | $554k | 16k | 34.57 |
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