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Congress Wealth Management LLC / DE
> XLK
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SELECT SECTOR SPDR TRUST | XLK | 910,061 | -273,726 | 158,223,231,000 | 158,072,748,000 | $173,860.03 |
| 06/30/2022 | SELECT SECTOR SPDR TRUST | XLK | 1,183,787 | 32,095 | 150,483,000 | -32,555,000 | $127.12 |
| 03/31/2022 | SELECT SECTOR SPDR TRUST | XLK | 1,151,692 | 1,151,692 | 183,038,000 | 183,038,000 | $158.93 |
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