Halpern Financial, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

Number of Shares

0

Holding current value

$0

% of portfolio

0.0%

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 04, 2024	BUY	$71.9 - $79.86 $0 - $0	0 New	0 $31,000
Q1 2020 Sep 21, 2023	SELL	$29.7 - $55.41 $42,886 - $80,012	-1,444 Closed	0 $0
Q4 2019 Sep 21, 2023	BUY	$48.98 - $55.16 $70,727 - $79,651	1,444 New	1,444 $79.1 Million

Others Institutions Holding MDYV

# of Institutions

382

Shares Held

28.3M

Call Options Held

400

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$526 Million
1.1% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.39M
Shares

$115 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.17M
Shares

$96.5 Million
0.04% of portfolio
Lutz Financial Services LLC

695K
Shares

$57.5 Million
4.5% of portfolio
Tiaa Trust, National Association Charlotte, NC

581K
Shares

$48.1 Million
0.14% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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