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 $3,254. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,254

% 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

713

Shares Held

196M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

73.3M
Shares

$4.11 Billion
3.98% of portfolio
Betterment LLC New York, NY

17.3M
Shares

$970 Million
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$723 Million
0.3% of portfolio
Valmark Advisers, Inc.

6M
Shares

$336 Million
5.14% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$323 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Van Hulzen Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Van Hulzen Asset Management, LLC with notifications on news.

Account

Van Hulzen Asset Management, LLC Spdr Portfolio Transaction History