Industrial SPDR shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $32M | 237k | 135.44 |
| 2024-03-31 | $45M | 360k | 125.96 |
| 2023-12-31 | $41M | 362k | 113.99 |
| 2023-09-30 | $37M | 365k | 101.38 |
| 2023-06-30 | $37M | 344k | 107.32 |
| 2023-03-31 | $35M | 342k | 101.18 |
| 2022-12-31 | $33M | 335k | 98.21 |
| 2022-09-30 | $30M | 360k | 82.84 |
| 2022-06-30 | $31M | 360k | 87.34 |
| 2022-03-31 | $37M | 355k | 102.98 |
| 2021-12-31 | $60M | 569k | 105.81 |
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