Van Hulzen Asset Management, LLC Spdr Portfolio Transaction History

Van Hulzen Asset Management, LLC

$1.32 Billion
Q4 2024

A detailed history of Van Hulzen Asset Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Van Hulzen Asset Management, LLC holds 58 shares of SPMD stock, worth $3,265. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,265

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$54.13 - $59.56 $3,139 - $3,454	58 New	58 $3,000

Others Institutions Holding SPMD

# of Institutions

714

Shares Held

204M

Call Options Held

2.1K

Put Options Held

Creative Planning Overland Park, KS

77M
Shares

$4.33 Billion
4.1% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$1.01 Billion
2.36% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$725 Million
0.3% of portfolio
Valmark Advisers, Inc.

6M
Shares

$338 Million
5.14% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$324 Million
10.91% of portfolio

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About SPDR PORTFOLIO

Ticker SPMD
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Van Hulzen Asset Management, LLC Spdr Portfolio Transaction History