BBPWM
Blue Bell Private Wealth Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.72M | Buy |
106,217
+24,374
| +30% | +$1.77M | 1.29% | 12 |
|
|
2025
Q1 | $5.38M | Buy |
81,843
+8,455
| +12% | +$556K | 1.02% | 15 |
|
|
2024
Q4 | $5.06M | Buy |
73,388
+2,665
| +4% | +$184K | 0.96% | 14 |
|
|
2024
Q3 | $4.77M | Buy |
70,723
+1,566
| +2% | +$106K | 0.91% | 16 |
|
|
2024
Q2 | $4.43M | Buy |
69,157
+5,899
| +9% | +$378K | 0.91% | 15 |
|
|
2024
Q1 | $3.89M | Buy |
63,258
+8,471
| +15% | +$521K | 0.84% | 18 |
|
|
2023
Q4 | $3.06M | Buy |
54,787
+7,251
| +15% | +$405K | 0.73% | 25 |
|
|
2023
Q3 | $2.39M | Buy |
47,536
+8,968
| +23% | +$451K | 0.64% | 27 |
|
|
2023
Q2 | $2.01M | Buy |
38,568
+6,529
| +20% | +$340K | 0.53% | 30 |
|
|
2023
Q1 | $1.54M | Buy |
32,039
+12,595
| +65% | +$606K | 0.46% | 31 |
|
|
2022
Q4 | $875K | Buy |
19,444
+4,344
| +29% | +$195K | 0.29% | 52 |
|
|
2022
Q3 | $634K | Buy |
+15,100
| New | +$634K | 0.23% | 58 |
|