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 $937,303. This represents 0.23% of its overall portfolio holdings.

Number of Shares

1,605

Previous 1,593 0.75%

Holding current value

$937,303

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

1,512

Shares Held

29.1M

Call Options Held

657K

Put Options Held

415K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

More about MDY

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