Spdr Series Trust cmn shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Spdr Series Trust cmn (SPBO) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Spdr Series Trust cmn
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Quarterly reported holdings in Spdr Series Trust cmn by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $34M | 1.1M | 30.03 |
| 2024-03-31 | $33M | 1.1M | 29.11 |
| 2023-12-31 | $33M | 1.1M | 29.41 |
| 2023-09-30 | $32M | 1.1M | 27.58 |
| 2023-06-30 | $46M | 1.6M | 28.88 |
| 2023-03-31 | $48M | 1.6M | 29.25 |
| 2022-12-31 | $64M | 2.2M | 28.38 |
| 2022-09-30 | $32M | 1.1M | 27.78 |
| 2022-06-30 | $29M | 985k | 29.57 |
| 2022-03-31 | $1.8M | 56k | 32.01 |
| 2021-12-31 | $2.9M | 84k | 34.81 |
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