Consumer Staples Select Sect. SPDR shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Consumer Staples Select Sect. SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Staples Select Sect. SPDR held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Consumer Staples Select Sect. SPDR by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $31M | 369k | 83.00 |
| 2024-03-31 | $28M | 368k | 76.36 |
| 2023-12-31 | $23M | 321k | 72.03 |
| 2023-09-30 | $497k | 7.2k | 68.82 |
| 2023-06-30 | $519k | 7.0k | 74.18 |
| 2023-03-31 | $715k | 9.6k | 74.71 |
| 2022-12-31 | $58M | 772k | 74.55 |
| 2022-09-30 | $53M | 789k | 66.73 |
| 2022-06-30 | $72M | 1.0M | 72.18 |
| 2022-03-31 | $77M | 1.0M | 75.89 |
| 2021-12-31 | $2.3M | 30k | 77.11 |
More positions owned by Congress Wealth Management LLC / DE /
View all positions for Congress Wealth Management LLC / DE /
Top funds holding Consumer Staples Select Sect. SPDR
View all funds holding Consumer Staples Select Sect. SPDR