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

Halpern Financial, Inc.

$364 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Sep 21, 2023	SELL	N/A	-1,444 Closed	0 $0
Q4 2019 Sep 21, 2023	BUY	N/A	1,444 New	1,444 $79.1 Million

Others Institutions Holding MDYV

# of Institutions

357

Shares Held

27.4M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

5.91M
Shares

$447 Million
1.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.7M
Shares

$129 Million
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

1.35M
Shares

$102 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

933K
Shares

$70.6 Million
0.08% of portfolio
Townsquare Capital LLC

804K
Shares

$60.8 Million
0.91% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
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