Van Hulzen Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Van Hulzen Asset Management’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-140	Closed	-$9.68K	–	988
2024 Q4	$9.68K	Buy	+140	New	+$9.7K	﹤0.01%	782
2019 Q4	–	Sell	-13,725	Closed	-$478K	–	294
2019 Q3	$478K	Buy	+13,725	New	+$477K	0.1%	144

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Van Hulzen Asset Management's SPYM Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2025, closing a stake of 140 shares — an estimated $9.68K sold.

Van Hulzen Asset Management first reported a position in SPYM in Q3 2019 and held it in 2 quarters. The position peaked at $478K in Q3 2019. 1,290 funds tracked by Wall St. Rank hold SPYM as of Q1 2025.

Van Hulzen Asset Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 140 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2025, an estimated $9.68K.
Van Hulzen Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2019 and held it in 2 quarters.
Van Hulzen Asset Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $478K in Q3 2019.
1,290 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.