Spdr Ser Tr s&p oilgas exp shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Spdr Ser Tr s&p oilgas exp (XOP) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Spdr Ser Tr s&p oilgas exp
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Quarterly reported holdings in Spdr Ser Tr s&p oilgas exp by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 9.1k | 131.52 |
| 2024-03-31 | $20M | 127k | 154.93 |
| 2023-12-31 | $17M | 126k | 136.91 |
| 2023-09-30 | $19M | 127k | 147.91 |
| 2023-06-30 | $2.0M | 16k | 128.83 |
| 2023-03-31 | $1.9M | 15k | 127.59 |
| 2022-12-31 | $2.0M | 14k | 135.88 |
| 2022-09-30 | $1.8M | 15k | 124.75 |
| 2022-06-30 | $1.6M | 13k | 119.43 |
| 2022-03-31 | $2.4M | 18k | 134.59 |
| 2021-12-31 | $1.7M | 18k | 95.88 |
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