BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC SPY Holdings History
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 228,819.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $128.00 Mil. This investment constitutes 24.24% of their stock portfolio, and BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2014Q1. And since then BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC has made 22 purchases of SPY, at an average price of $272.19, for a total of 340,820.00 shares. In addition, there have been 14 sales at an average price of $327.91 for 112,001.00 shares. Based on historical transaction data and SPY's current price of $623.70, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's estimated gain on his SPY holdings is $86.67 Mil, reflecting a 93.43% gain to date.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC SPY ($623.70) Holding Chart
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC SPY ($623.70) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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