Halpern Financial, Inc. Spdr S&P Midcap 400 ETF Trust Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Halpern Financial, Inc. holds 1,605 shares of MDY stock, worth $879,925. This represents 0.23% of its overall portfolio holdings.

Number of Shares

1,605

Previous 1,593 0.75%

Holding current value

$879,925

Previous $852 Million 6.5%

% of portfolio

0.23%

Previous 0.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$523.84 - $572.02 $6,286 - $6,864	12 Added 0.75%	1,605 $907 Million
Q3 2023 Oct 10, 2023	BUY	$450.89 - $498.33 $112,722 - $124,582	250 Added 18.62%	1,593 $727 Million
Q2 2022 Sep 21, 2023	SELL	$402.57 - $493.76 $6,038 - $7,406	-15 Reduced 1.1%	1,343 $555 Million
Q1 2022 Sep 21, 2023	BUY	$459.24 - $521.7 $487,712 - $554,045	1,062 Added 358.78%	1,358 $666 Million
Q1 2020 Sep 21, 2023	SELL	$220.85 - $384.02 $111,750 - $194,314	-506 Reduced 63.09%	296 $77.8 Million
Q4 2019 Sep 21, 2023	BUY	$338.73 - $376.09 $271,661 - $301,624	802 New	802 $301 Million

Others Institutions Holding MDY

# of Institutions

1,514

Shares Held

31.8M

Call Options Held

821K

Put Options Held

433K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

More about MDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Halpern Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Halpern Financial, Inc. with notifications on news.

Account

Halpern Financial, Inc. Spdr S&P Midcap 400 ETF Trust Transaction History