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Materials SPDR shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Materials SPDR (XLB) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Materials SPDR

Tip: Access up to 7 years of quarterly data

All positions including Materials SPDR 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 Materials SPDR by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.3M 15k 87.82
2025-03-31 $247k 2.9k 86.06
2024-12-31 $25M 297k 84.14
2022-09-30 $300k 4.4k 67.87
2022-06-30 $26M 358k 73.60
2022-03-31 $32M 361k 88.15
2021-12-31 $34M 375k 90.61

More positions owned by Congress Wealth Management LLC / DE /

Vanguard Index Fds Total Stk Mkt (VTI)
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 Materials SPDR

Susquehanna International
Barclays
Gates Capital Management
Goldman Sachs Group
Bnp Paribas Arbitrage, Snc
Menora Mivtachim Holdings
UBS Group
Wells Fargo & Company
LPL Financial
CIBC World Markets
SRB Corporation
Migdal Insurance & Financial Holdings
Millennium Management
Commerce Bank N A
Ameriprise Financial

View all funds holding Materials SPDR