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Spdr S&p 500 Etf shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $126M 220k 573.76
2024-06-30 $121M 222k 544.22
2024-03-31 $120M 229k 523.07
2023-12-31 $108M 227k 475.31
2023-09-30 $98k 230k 0.43
2023-06-30 $104M 234k 443.28
2023-03-31 $92M 225k 409.39
2022-12-31 $83k 217k 0.38
2022-09-30 $78M 218k 357.18
2022-06-30 $85M 226k 377.00
2022-03-31 $101M 223k 451.64
2021-12-31 $105M 222k 474.96
2021-09-30 $98M 227k 429.87
2021-06-30 $98M 229k 428.06
2021-03-31 $100M 251k 396.33
2020-12-31 $91M 242k 373.87
2020-09-30 $67M 199k 334.89
2020-06-30 $54M 176k 308.35
2020-03-31 $47M 180k 257.75
2019-12-31 $57M 177k 321.86
2019-09-30 $47M 160k 296.77
2019-06-30 $45M 154k 293.00
2019-03-31 $43M 152k 282.48
2018-12-31 $38M 151k 249.92
2018-09-30 $43M 149k 290.72
2018-06-30 $40M 149k 271.28
2018-03-31 $42M 159k 263.15
2017-12-31 $39M 146k 266.86
2017-09-30 $36M 144k 251.23
2017-06-30 $36M 149k 241.80
2017-03-31 $33M 140k 235.74
2016-12-31 $31M 137k 223.53
2016-09-30 $31M 142k 216.30
2016-06-30 $29M 138k 209.48
2016-03-31 $26M 128k 205.52
2015-12-31 $23M 111k 203.87
2015-09-30 $23M 118k 191.63
2015-06-30 $32M 155k 205.85
2015-03-31 $31M 151k 206.43
2014-12-31 $27M 132k 205.54
2014-09-30 $24M 122k 197.02
2014-06-30 $25M 129k 195.72
2014-03-31 $21M 111k 187.01
2013-12-31 $15M 81k 184.69
2013-09-30 $15M 90k 168.01
2013-06-30 $36M 221k 160.42

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Vanguard Total Stock Market Etf Etf (VTI)
Royce Small Cap Trust Cef (RVT)
Central Secs Corp Cef (CET)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
High Income Secs Fd Shs Ben Int Cef (PCF)
Schwab U.s. Small-cap Etf Etf (SCHA)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Spdr S&p 500 Etf

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