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SPDR S&P Homebuilders shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of SPDR S&P Homebuilders (XHB) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in SPDR S&P Homebuilders

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Homebuilders 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 S&P Homebuilders by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $937k 9.5k 98.57
2025-03-31 $654k 6.7k 98.08

More positions owned by Congress Wealth Management LLC / DE /

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Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Visa Com Cl A (V)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding SPDR S&P Homebuilders

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Capula Management
UBS Group
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View all funds holding SPDR S&P Homebuilders