Van Hulzen Asset Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Van Hulzen Asset Management, LLC

$1.49 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 28, 2023	BUY	$46.97 - $51.65 $197,931 - $217,653	4,214 New	4,214 $213,000
Q2 2022 Aug 04, 2022	SELL	$45.19 - $56.15 $192,147 - $238,749	-4,252 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$52.99 - $58.74 $225,313 - $249,762	4,252 New	4,252 $249,000
Q1 2021 May 12, 2021	SELL	$45.48 - $49.44 $328,411 - $357,006	-7,221 Closed	0 $0
Q2 2020 Aug 11, 2020	SELL	$29.99 - $39.74 $33,738 - $44,707	-1,125 Reduced 13.48%	7,221 $273,000
Q1 2020 May 14, 2020	SELL	$27.12 - $41.81 $112,683 - $173,720	-4,155 Reduced 33.24%	8,346 $262,000
Q4 2019 Feb 12, 2020	SELL	$35.63 - $39.97 $22,446 - $25,181	-630 Reduced 4.8%	12,501 $498,000
Q3 2019 Oct 30, 2019	BUY	$36.53 - $37.33 $94,247 - $96,311	2,580 Added 24.45%	13,131 $482,000
Q2 2019 Aug 08, 2019	BUY	N/A	10,551 New	10,551 $385,000

Others Institutions Holding SPTM

# of Institutions

607

Shares Held

84.8M

Call Options Held

11.1K

Put Options Held

0

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