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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

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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
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 /

Goldman Sachs (GS)
Select Sector Spdr Tr Technology (XLK)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr Communication (XLC)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Energy (XLE)
World Gold Tr Spdr Gld Minis (GLDM)

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
Kestra Advisory Services
Commonwealth Equity Services
Goldman Sachs Group
IAG Wealth Partners
Johnson & White Wealth Management
Bank of America Corporation
NovaPoint Capital
Pnc Financial Services
H D Vest Advisory Services
UBS Group
Insight Advisors, LLC/ PA
Capital Analysts

View all funds holding Spdr Ser Tr cmn