Congress Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Congress Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$55.9M	Buy	90,549 +16,379	+22%	+$9.36M	0.54%	33
2025 Q1	$41.5M	Buy	74,170 +1,994	+3%	+$1.17M	0.5%	43
2024 Q4	$42.3M	Buy	72,176 +12,067	+20%	+$7.11M	0.58%	35
2024 Q3	$34.5M	Buy	60,109 +7,416	+14%	+$4.1M	0.46%	49
2024 Q2	$28.7M	Buy	52,693 +7,325	+16%	+$3.83M	0.46%	46
2024 Q1	$23.7M	Buy	45,368 +4,001	+10%	+$1.99M	0.41%	55
2023 Q4	$19.7M	Buy	41,367 +24,214	+141%	+$10.8M	0.36%	62
2023 Q3	$7.33M	Buy	17,153 +5,498	+47%	+$2.45M	0.15%	178
2023 Q2	$5.17M	Sell	11,655 -2,461	-17%	-$1.03M	0.12%	187
2023 Q1	$5.78M	Sell	14,116 -15,941	-53%	-$6.36M	0.14%	173
2022 Q4	$11.5M	Sell	30,057 -1,354	-4%	-$520K	0.3%	95
2022 Q3	$11.2M	Buy	31,411 +879	+3%	+$349K	0.3%	88
2022 Q2	$11.5M	Sell	30,532 -155	-0.5%	-$63.5K	0.29%	89
2022 Q1	$13.9M	Sell	30,687 -10,340	-25%	-$4.6M	0.3%	84
2021 Q4	$19.5M	Buy	+41,027	New	+$18.8M	0.39%	65

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Congress Wealth Management's SPY Position: Q2 2025 in Review

Congress Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 22% in Q2 2025, buying an estimated $9.36M and bringing the position to 90,549 shares worth $55.9M. The position accounts for 0.54% of the portfolio, ranked #33.

Congress Wealth Management first reported a position in SPY in Q4 2021 and has held it in 15 quarters since. 4,235 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

Congress Wealth Management held 90,549 shares of State Street SPDR S&P 500 ETF Trust worth $55.9M as of Q2 2025.
Congress Wealth Management bought 16,379 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $9.36M.
State Street SPDR S&P 500 ETF Trust made up 0.54% of Congress Wealth Management's portfolio in Q2 2025, its #33 holding.
Congress Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 15 quarters since.
4,235 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.