Halpern Financial, Inc. Spdr Portfolio S&P 500 Value E Transaction History

Halpern Financial, Inc.

  • $364 Billion
  • Q2 2024

A detailed history of Halpern Financial, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Halpern Financial, Inc. holds 3,795 shares of SPYV stock, worth $196,201. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,795
Previous 1,850 105.14%
Holding current value
$196,201
Previous $91.3 Million 102.53%
% of portfolio
0.05%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024
BUY
$47.37 - $50.09 $92,134 - $97,425
1,945 Added 105.14%
3,795 $185 Million
Q3 2023

Oct 10, 2023
SELL
$41.15 - $44.69 $2,880 - $3,128
-70 Reduced 3.65%
1,850 $76.3 Million
Q4 2022

Sep 21, 2023
SELL
$38.0 - $40.71 $10,754 - $11,520
-283 Reduced 12.85%
1,920 $74.7 Million
Q2 2022

Sep 21, 2023
BUY
N/A
1,136 Added 106.47%
2,203 $81.1 Million
Q3 2021

Sep 21, 2023
BUY
N/A
1,067 New
1,067 $41.6 Million
Q1 2021

Sep 21, 2023
SELL
N/A
-4,092 Closed
0 $0
Q3 2020

Sep 21, 2023
BUY
N/A
4,092 New
4,092 $124 Million

Others Institutions Holding SPYV

# of Institutions
939
Shares Held
378M
Call Options Held
307K
Put Options Held
3.5K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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