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Technology SPDR shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

All positions including Technology SPDR 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 Technology SPDR by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $112k 539 208.45
2023-12-31 $104k 539 192.65
2023-09-30 $88k 539 164.07
2023-06-30 $97k 559 174.01
2023-03-31 $85k 559 151.14
2022-12-31 $70k 559 124.54
2022-09-30 $70k 591 118.44
2022-06-30 $83k 656 126.52
2022-03-31 $104k 656 158.54
2021-12-31 $117k 670 174.63
2021-09-30 $101k 670 150.75
2021-06-30 $99k 670 147.76
2021-03-31 $245k 1.8k 132.58
2020-12-31 $250k 1.9k 130.82
2020-09-30 $228k 2.0k 116.86
2020-06-30 $200k 2.0k 102.56
2020-03-31 $136k 1.7k 80.43
2019-12-31 $156k 1.7k 91.66
2019-09-30 $141k 1.8k 80.57
2019-06-30 $137k 1.8k 78.29
2019-03-31 $129k 1.7k 73.76
2018-12-31 $108k 1.7k 61.75
2018-09-30 $132k 1.7k 75.47
2018-06-30 $122k 1.7k 69.75
2018-03-31 $114k 1.7k 65.18
2017-12-31 $112k 1.8k 63.89
2017-09-30 $104k 1.8k 59.33
2017-06-30 $96k 1.8k 54.76
2017-03-31 $93k 1.8k 53.05
2016-12-31 $85k 1.8k 48.49
2016-09-30 $84k 1.8k 47.92
2016-06-30 $77k 1.8k 43.92
2016-03-31 $110k 2.5k 44.35
2015-12-31 $106k 2.5k 42.74
2015-09-30 $98k 2.5k 39.52
2015-06-30 $103k 2.5k 41.53
2015-03-31 $102k 2.5k 41.13
2014-12-31 $102k 2.5k 41.13
2014-09-30 $113k 2.8k 39.93
2014-06-30 $109k 2.8k 38.52
2014-03-31 $96k 2.6k 36.50
2013-12-31 $94k 2.6k 35.74

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

Top funds holding Technology SPDR

Bank of America Corporation
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Churchill Management Corp.
Millennium Management
Citadel Advisors
Royal Bank of Canada
Raymond James & Associates
Janney Montgomery Scott
Branch Banking & Trust Company
Charles Schwab Investment Management
Balyasny Asset Management
WestEnd Advisors
One River Asset Management

View all funds holding Technology SPDR