Halpern Financial, Inc. Spdr Ser Tr Spdr Portfolio Mor 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	-519 Closed	0 $0
Q4 2019 Sep 21, 2023	BUY	N/A	519 New	519 $13.6 Million

Others Institutions Holding SPMB

# of Institutions

209

Shares Held

225M

Call Options Held

29K

Put Options Held

69.6K

Financial Engines Advisors L.L.C. Santa Clara, CA

167M
Shares

$3.64 Billion
8.2% of portfolio
Lpl Financial LLC Fort Mill, SC

9.56M
Shares

$208 Million
0.11% of portfolio
Townsquare Capital LLC

5.37M
Shares

$117 Million
1.74% of portfolio
State Street Corp Boston, MA

3.11M
Shares

$67.7 Million
0.0% of portfolio
Confluence Investment Management LLC

2.9M
Shares

$63.1 Million
0.94% of portfolio

About SPDR SER TR SPDR PORTFOLIO MOR

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