Halpern Financial, Inc. Spdr S&P 600 Small Cap Value E Transaction History

Halpern Financial, Inc.

$364 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Sep 21, 2023	SELL	N/A	-106 Closed	0 $0
Q1 2020 Sep 21, 2023	SELL	N/A	-564 Reduced 84.18%	106 $4.33 Million
Q4 2019 Sep 21, 2023	BUY	N/A	670 New	670 $44 Million

Others Institutions Holding SLYV

# of Institutions

559

Shares Held

31.5M

Call Options Held

5.5K

Put Options Held

100

Bank Of America Corp Charlotte, NC

2.49M
Shares

$210 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.37M
Shares

$116 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.33M
Shares

$112 Million
0.25% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.22M
Shares

$103 Million
0.03% of portfolio
Cerity Partners LLC New York, NY

840K
Shares

$71 Million
0.19% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

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