Technology SPDR shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $3.2M | 12k | 253.24 |
| 2025-03-31 | $207M | 1.0M | 206.50 |
| 2024-12-31 | $231M | 994k | 232.52 |
| 2024-09-30 | $230M | 1.0M | 225.76 |
| 2024-03-31 | $214M | 1.0M | 208.27 |
| 2023-12-31 | $196M | 1.0M | 192.48 |
| 2023-09-30 | $152M | 926k | 163.93 |
| 2023-06-30 | $158M | 910k | 173.86 |
| 2023-03-31 | $139M | 923k | 151.01 |
| 2022-12-31 | $165M | 1.3M | 124.44 |
| 2022-09-30 | $161M | 1.4M | 118.78 |
| 2022-06-30 | $151M | 1.2M | 127.12 |
| 2022-03-31 | $183M | 1.2M | 158.93 |
| 2021-12-31 | $190M | 1.1M | 173.87 |
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