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BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC → SPY
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
6
Latest value
$171.5M
Q3 2026
Peak value
$171.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $68K |
| Q4 2025 | $136K |
| Q4 2025 | $152.9M |
| Q1 2026 | $141.2M |
| Q2 2026 | $163.8M |
| Q3 2026 | $171.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $171.5M | 224.9K | — | — |
| Q2 2026 | $163.8M | 219.3K | — | — |
| Q1 2026 | $141.2M | 217.1K | — | — |
| Q4 2025 | $152.9M | 224.2K | — | — |
| Q4 2025 | $136K | 200 | — | — |
| Q4 2025 | $68K | 100 | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B
Other BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC positions
GAM-PB
$53MGENERAL AMERN INVS CO INC COM
GAM-PB
$52.6MGENERAL AMERN INVS CO INC COM
GAM-PB
$47.8MGENERAL AMERN INVS CO INC COM
GAM-PB
$47.6MGENERAL AMERN INVS CO INC COM
CET
$23.9MCENTRAL SECS CORP COM
SCHW-PJ
$22.9MSCHWAB U.S. LARGE-CAP ETF
SCHW-PJ
$22.8MSCHWAB U.S. LARGE-CAP ETF
SCHW-PJ
$22MSCHWAB U.S. LARGE-CAP ETF