CWM
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Congress Wealth Management’s Spectrum Brands SPB Stock Holding History

Congress Wealth Management’s Portfolio SPB Stock Details SPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.35M Buy
25,547
+8,780
+52% +$524K 0.01% 632
2025
Q1 		$1.2M Buy
16,767
+5,458
+48% +$428K 0.01% 593
2024
Q4 		$956K Sell
11,309
-13,064
-54% -$1.18M 0.01% 527
2024
Q3 		$2.32M Buy
24,373
+8,135
+50% +$719K 0.03% 398
2024
Q2 		$1.4M Buy
+16,238
New +$1.41M 0.02% 392

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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Pzena Investment Management
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CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return