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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
2024-03-31 $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)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

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