Real Estate Select Sect Spdr shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Real Estate Select Sect Spdr (XLRE) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Real Estate Select Sect Spdr
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Quarterly reported holdings in Real Estate Select Sect Spdr by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $39M | 945k | 41.42 |
| 2025-03-31 | $39M | 938k | 41.85 |
| 2024-12-31 | $38M | 923k | 40.67 |
| 2024-09-30 | $42M | 940k | 44.67 |
| 2024-03-31 | $321k | 8.1k | 39.53 |
| 2023-12-31 | $980k | 25k | 40.06 |
| 2023-09-30 | $976k | 29k | 34.07 |
| 2023-06-30 | $1.1M | 29k | 37.69 |
| 2023-03-31 | $1.2M | 33k | 37.38 |
| 2022-12-31 | $1.2M | 31k | 36.93 |
| 2022-09-30 | $4.6M | 128k | 36.01 |
| 2022-06-30 | $11M | 270k | 40.86 |
| 2022-03-31 | $14M | 285k | 48.32 |
| 2021-12-31 | $16M | 303k | 51.81 |
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