Blue Bell Private Wealth Management, LLC Consumer Staples Sector Spdr Transaction History

Blue Bell Private Wealth Management, LLC

  • $502 Million
  • Q1 2025

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 274 shares of XLP stock, worth $20,834. This represents 0.0% of its overall portfolio holdings.

Number of Shares
274
Holding current value
$20,834
% of portfolio
0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
N/A
274 New
274 $20,000
Q3 2020

Oct 23, 2020
SELL
N/A
-1,095 Closed
0 $0
Q2 2020

Jul 30, 2020
SELL
N/A
-450 Reduced 29.13%
1,095 $60,000
Q1 2019

Apr 23, 2019
SELL
N/A
-80 Reduced 4.92%
1,545 $87,000
Q3 2017

Oct 24, 2017
BUY
N/A
1,625
1,625 $88,000

Others Institutions Holding XLP

# of Institutions
1,361
Shares Held
179M
Call Options Held
10.5M
Put Options Held
17.7M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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.

Choose your preferred platform and Sign Up 👇 Telegram Email