Congress Wealth Management LLC / DE / »

Spdr Ser Tr cmn shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Spdr Ser Tr cmn (SMLV) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn 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 Ser Tr cmn by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 109k 124.22
2024-03-31 $19M 166k 112.04
2023-12-31 $19M 166k 112.52
2023-09-30 $17M 169k 98.90

More positions owned by Congress Wealth Management LLC / DE /

Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Financial (XLF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Communication (XLC)
Spdr Ser Tr Portfli Intrmdit (SPTI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Coca-Cola Company (KO)
Meta Platforms Cl A (META)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Spdr Ser Tr cmn

Congress Wealth Management LLC / DE /
McNaughton Wealth Management
DORVAL Corp
Cambridge Investment Research Advisors
LPL Financial
Commonwealth Equity Services
Mariner Wealth Advisors
Envestnet Asset Management
IAG Wealth Partners
Equitable Holdings
H D Vest Advisory Services
Bank of America Corporation
Kestra Advisory Services
Johnson & White Wealth Management
Royal Bank of Canada

View all funds holding Spdr Ser Tr cmn