Halpern Financial, Inc. Utilities Sector Spdr Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Halpern Financial, Inc. holds 149 shares of XLU stock, worth $12,115. This represents 0.0% of its overall portfolio holdings.

Number of Shares

149

Previous 108 37.96%

Holding current value

$12,115

Previous $7.36 Million 64.95%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$67.67 - $80.78 $2,774 - $3,311	41 Added 37.96%	149 $12.1 Million
Q4 2023 Jan 19, 2024	BUY	$56.19 - $65.96 $6,068 - $7,123	108 New	108 $6.97 Million
Q1 2022 Sep 21, 2023	SELL	$65.03 - $74.54 $52,284 - $59,930	-804 Closed	0 $0
Q4 2021 Sep 21, 2023	BUY	$63.88 - $71.58 $41,777 - $46,813	654 Added 436.0%	804 $57.6 Million
Q3 2021 Sep 21, 2023	SELL	$63.56 - $70.07 $46,525 - $51,291	-732 Reduced 82.99%	150 $9.58 Million
Q2 2021 Sep 21, 2023	BUY	$63.23 - $67.72 $55,768 - $59,729	882 New	882 $55.8 Million
Q1 2020 Sep 21, 2023	SELL	$44.93 - $70.98 $22,465 - $35,490	-500 Closed	0 $0
Q4 2019 Sep 21, 2023	BUY	$61.37 - $64.82 $30,685 - $32,409	500 New	500 $32.3 Million

Others Institutions Holding XLU

# of Institutions

1,369

Shares Held

151M

Call Options Held

21.4M

Put Options Held

26.5M

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
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Halpern Financial, Inc. Utilities Sector Spdr Transaction History