Blue Bell Private Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148M | Buy |
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|
2025
Q1 | $128M | Buy |
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|
2024
Q4 | $130M | Buy |
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|
2024
Q3 | $126M | Sell |
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|
2024
Q2 | $121M | Sell |
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|
2024
Q1 | $120M | Buy |
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|
2023
Q4 | $107M | Sell |
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|
2023
Q3 | $96.9M | Sell |
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|
2023
Q2 | $104M | Buy |
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|
2023
Q1 | $92.1M | Buy |
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|
2022
Q4 | $82.9M | Buy |
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|
2022
Q3 | $77.4M | Sell |
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|
2022
Q2 | $84.6M | Buy |
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|
2022
Q1 | $99.6M | Sell |
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|
2021
Q4 | $105M | Sell |
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|
2021
Q3 | $97.6M | Sell |
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|
2021
Q2 | $98.2M | Sell |
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|
2021
Q1 | $99.5M | Buy |
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|
2020
Q4 | $90.6M | Buy |
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|
2020
Q3 | $66.7M | Buy |
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|
2020
Q2 | $54.1M | Sell |
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|
2020
Q1 | $46.5M | Buy |
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|
2019
Q4 | $57.1M | Buy |
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|
2019
Q3 | $47.4M | Buy |
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|
2019
Q2 | $45M | Buy |
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|
2019
Q1 | $43M | Buy |
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|
2018
Q4 | $37.8M | Buy |
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|
2018
Q3 | $43.2M | Buy |
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|
2018
Q2 | $40.3M | Sell |
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|
2018
Q1 | $41.9M | Buy |
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|
2017
Q4 | $38.8M | Buy |
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|
2017
Q3 | $36.2M | Sell |
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|
2017
Q2 | $36.1M | Buy |
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|
2017
Q1 | $33M | Buy |
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|
2016
Q4 | $30.6M | Sell |
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|
2016
Q3 | $30.7M | Buy |
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|
2016
Q2 | $28.9M | Buy |
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|
2016
Q1 | $26.4M | Buy |
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|
2015
Q4 | $22.7M | Sell |
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|
2015
Q3 | $22.6M | Sell |
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|
2015
Q2 | $31.8M | Buy |
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|
2015
Q1 | $31.1M | Buy |
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|
2014
Q4 | $27.2M | Buy |
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|
2014
Q3 | $24M | Sell |
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|
2014
Q2 | $25.3M | Buy |
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|
2014
Q1 | $20.7M | Buy |
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|
2013
Q4 | $14.9M | Sell |
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|
2013
Q3 | $15.1M | Sell |
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|
2013
Q2 | $35.5M | Buy |
|