Consumer Discretionary SPDR shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $28M | 128k | 217.33 |
| 2025-03-31 | $43M | 217k | 197.47 |
| 2024-12-31 | $69M | 306k | 224.35 |
| 2024-09-30 | $26M | 130k | 200.37 |
| 2024-03-31 | $24M | 132k | 183.89 |
| 2023-12-31 | $45M | 253k | 178.81 |
| 2023-09-30 | $43M | 267k | 160.98 |
| 2023-06-30 | $45M | 262k | 169.81 |
| 2023-03-31 | $67M | 445k | 149.54 |
| 2022-12-31 | $58M | 448k | 129.16 |
| 2022-09-30 | $79M | 554k | 142.45 |
| 2022-06-30 | $48M | 350k | 137.48 |
| 2022-03-31 | $65M | 350k | 185.00 |
| 2021-12-31 | $113M | 552k | 204.44 |
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