Bell & Brown Wealth Advisors, LLC

SEC CIK: 0001725362
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Bell & Brown Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overview All 13F holders of SPY Full Q2 2026 holdings

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2021

Holdings of SPY by Bell & Brown Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−478−100.0%	Sold out	Holders
Q1 2022	478	$216.0K	0.1%	+23+5.1%	Added	Holders
Q4 2021	455	$208.0K	0.1%	−90−16.5%	Reduced	Holders
Q3 2021	545	$234.0K	0.1%	–	No prior filing	Holders