Halpern Financial, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Halpern Financial, Inc.
- $389 Billion
- Q3 2024
A detailed history of Halpern Financial, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Halpern Financial, Inc. holds 842,980 shares of SPDW stock, worth $28.7 Million. This represents 8.08% of its overall portfolio holdings.
Number of Shares
842,980
Previous 802,371
5.06%
Holding current value
$28.7 Million
Previous $28.1 Billion
11.59%
% of portfolio
8.08%
Previous 7.73%
Shares
19 transactions
Others Institutions Holding SPDW
# of Institutions
956Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.11 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.82 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.02 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$928 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$598 Million16.39% of portfolio