Financial Select Sector SPDR shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Financial Select Sector SPDR
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All positions including Financial Select Sector 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 Financial Select Sector SPDR by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $139M | 2.9M | 48.33 |
| 2024-09-30 | $132M | 2.9M | 45.32 |
| 2024-03-31 | $121M | 2.9M | 42.12 |
| 2023-12-31 | $78M | 2.1M | 37.60 |
| 2023-09-30 | $57M | 1.7M | 33.17 |
| 2023-06-30 | $55M | 1.6M | 33.71 |
| 2023-03-31 | $53M | 1.7M | 32.15 |
| 2022-12-31 | $72M | 2.1M | 34.20 |
| 2022-09-30 | $56M | 1.8M | 30.36 |
| 2022-06-30 | $74M | 2.3M | 31.45 |
| 2022-03-31 | $88M | 2.3M | 38.32 |
| 2021-12-31 | $94M | 2.4M | 39.05 |
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