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
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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
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Quarterly reported holdings in Spdr Ser Tr cmn by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $11M | 86k | 125.11 |
| 2025-03-31 | $13M | 106k | 122.88 |
| 2024-12-31 | $14M | 108k | 127.64 |
| 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 |
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