Health Care SPDR shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $72M | 535k | 134.79 |
| 2025-03-31 | $73M | 496k | 146.02 |
| 2024-12-31 | $47M | 342k | 137.57 |
| 2024-09-30 | $103M | 666k | 154.02 |
| 2024-03-31 | $101M | 686k | 147.73 |
| 2023-12-31 | $60M | 441k | 136.38 |
| 2023-09-30 | $58M | 451k | 128.74 |
| 2023-06-30 | $77M | 582k | 132.73 |
| 2023-03-31 | $98M | 753k | 129.46 |
| 2022-12-31 | $98M | 719k | 135.85 |
| 2022-09-30 | $105M | 864k | 121.11 |
| 2022-06-30 | $111M | 866k | 128.24 |
| 2022-03-31 | $67M | 488k | 136.99 |
| 2021-12-31 | $29M | 207k | 140.89 |
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