A detailed history of Blue Bell Private Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 69,157 shares of SPLG stock, worth $4.65 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
69,157
Previous 63,258 9.33%
Holding current value
$4.65 Million
Previous $3.89 Million 13.72%
% of portfolio
0.96%
Previous 0.88%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
$58.24 - $64.51 $343,557 - $380,544
5,899 Added 9.33%
69,157 $4.43 Million
Q1 2024

Apr 24, 2024

BUY
$54.97 - $61.53 $465,650 - $521,220
8,471 Added 15.46%
63,258 $3.89 Million
Q4 2023

Jan 25, 2024

BUY
$48.29 - $56.08 $350,150 - $406,636
7,251 Added 15.25%
54,787 $3.06 Million
Q3 2023

Oct 30, 2023

BUY
$50.09 - $53.81 $449,207 - $482,568
8,968 Added 23.25%
47,536 $2.39 Million
Q2 2023

Aug 08, 2023

BUY
$47.56 - $52.11 $310,519 - $340,226
6,529 Added 20.38%
38,568 $2.01 Million
Q1 2023

May 08, 2023

BUY
$44.61 - $48.99 $561,862 - $617,029
12,595 Added 64.78%
32,039 $1.54 Million
Q4 2022

Feb 03, 2023

BUY
$41.93 - $47.9 $182,143 - $208,077
4,344 Added 28.77%
19,444 $874,000
Q3 2022

Nov 08, 2022

BUY
$41.99 - $50.54 $634,049 - $763,154
15,100 New
15,100 $634,000

Others Institutions Holding SPLG

About SPDR PORTFOLIO S&P 500 ETF (MA


  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
Track This Portfolio

Track Blue Bell Private Wealth Management, LLC Portfolio

Follow Blue Bell Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.