Blue Bell Private Wealth Management’s The SPAC and New Issue ETF SPCK Stock Holding History

Blue Bell Private Wealth Management’s Portfolio SPCK Stock Details SPCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-160	Closed	-$3.93K	–	705
2022 Q4	$3.93K	Hold	160	–	–	﹤0.01%	494
2022 Q3	$4K	Sell	160 -290	-64%	-$7.85K	﹤0.01%	526
2022 Q2	$12K	Hold	450	–	–	﹤0.01%	368
2022 Q1	$13K	Buy	450 +290	+181%	+$8.04K	﹤0.01%	380
2021 Q4	$4K	Buy	+160	New	+$4.58K	﹤0.01%	581

Other funds holding SPCK

CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

SIA

SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

KTC

Kistler-Tiffany Companies Berwyn, Pennsylvania $616M AUM 16.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

Blue Bell Private Wealth Management's SPCK Position: Q1 2023 in Review

Blue Bell Private Wealth Management sold out of The SPAC and New Issue ETF (SPCK) in Q1 2023, closing a stake of 160 shares — an estimated $3.93K sold.

Blue Bell Private Wealth Management first reported a position in SPCK in Q4 2021 and held it in 5 quarters. The position peaked at $13K in Q1 2022. 15 funds tracked by Wall St. Rank hold SPCK as of Q1 2023.

Blue Bell Private Wealth Management reported no remaining The SPAC and New Issue ETF position as of Q1 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 160 The SPAC and New Issue ETF shares in Q1 2023, an estimated $3.93K.
Blue Bell Private Wealth Management first reported a position in The SPAC and New Issue ETF in Q4 2021 and held it in 5 quarters.
Blue Bell Private Wealth Management's The SPAC and New Issue ETF position peaked at $13K in Q1 2022.
15 funds tracked by Wall St. Rank held The SPAC and New Issue ETF as of Q1 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.