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 436 shares of SPYG stock, worth $39,540. This represents 0.0% of its overall portfolio holdings.

Number of Shares

436

Holding current value

$39,540

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$81.74 - $91.38 $35,638 - $39,841	436 New	436 $38,000

Others Institutions Holding SPYG

# of Institutions

1,173

Shares Held

296M

Call Options Held

856K

Put Options Held

207K

Lpl Financial LLC Fort Mill, SC

34M
Shares

$3.09 Billion
1.26% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.87 Billion
3.51% of portfolio
Allworth Financial LP

12.2M
Shares

$1.11 Billion
6.21% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$709 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$658 Million
0.04% of portfolio

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About SPDR PORTFOLIO

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