Halpern Financial, Inc. Spdr Portfolio Long Term Treas Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Sep 21, 2023	SELL	$44.43 - $46.75 $10,929 - $11,500	-246 Closed	0 $0
Q3 2020 Sep 21, 2023	BUY	$46.15 - $48.99 $11,352 - $12,051	246 New	246 $11.5 Million

Others Institutions Holding SPTL

# of Institutions

463

Shares Held

355M

Call Options Held

264K

Put Options Held

19K

State Street Corp Boston, MA

54.9M
Shares

$1.45 Billion
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

47.9M
Shares

$1.26 Billion
0.57% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

43.1M
Shares

$1.14 Billion
2.57% of portfolio
Bank Of America Corp Charlotte, NC

16.8M
Shares

$443 Million
0.04% of portfolio
Envestnet Asset Management Inc

14.8M
Shares

$392 Million
0.14% of portfolio

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