Spdr S&p 500 Etf shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $56M | 91k | 617.87 |
| 2025-03-31 | $42M | 74k | 560.03 |
| 2024-12-31 | $42M | 72k | 586.09 |
| 2024-09-30 | $35M | 60k | 573.77 |
| 2024-03-31 | $24M | 45k | 523.09 |
| 2023-12-31 | $20M | 41k | 475.33 |
| 2023-09-30 | $7.3M | 17k | 427.50 |
| 2023-06-30 | $5.2M | 12k | 443.34 |
| 2023-03-31 | $5.8M | 14k | 409.43 |
| 2022-12-31 | $12M | 30k | 382.44 |
| 2022-09-30 | $11M | 31k | 357.20 |
| 2022-06-30 | $12M | 31k | 377.24 |
| 2022-03-31 | $14M | 31k | 451.62 |
| 2021-12-31 | $20M | 41k | 474.98 |
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