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

Halpern Financial, Inc.

$389 Billion
Q3 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 $208,952. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,795

Previous 3,795 -0.0%

Holding current value

$208,952

Previous $185 Million 8.02%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$34.79 - $40.71 $9,845 - $11,520	-283 Reduced 12.85%	1,920 $74.7 Million
Q2 2022 Sep 21, 2023	BUY	$35.93 - $42.52 $40,816 - $48,302	1,136 Added 106.47%	2,203 $81.1 Million
Q3 2021 Sep 21, 2023	BUY	$38.51 - $40.73 $41,090 - $43,458	1,067 New	1,067 $41.6 Million
Q1 2021 Sep 21, 2023	SELL	$33.86 - $38.29 $138,555 - $156,682	-4,092 Closed	0 $0
Q3 2020 Sep 21, 2023	BUY	$28.64 - $31.68 $117,194 - $129,634	4,092 New	4,092 $124 Million

Others Institutions Holding SPYV

# of Institutions

1,011

Shares Held

407M

Call Options Held

356K

Put Options Held

41.6K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

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