Spdr S&p 500 Etf shares owned by Halpern Financial
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.8M | 10k | 568.87 |
| 2024-06-30 | $5.6M | 10k | 544.21 |
| 2024-03-31 | $5.5M | 11k | 519.40 |
| 2023-12-31 | $5.1M | 11k | 468.78 |
| 2023-09-30 | $4.7M | 11k | 427.47 |
| 2023-06-30 | $4.9M | 11k | 443.27 |
| 2023-03-31 | $4.5M | 11k | 409.38 |
| 2022-12-31 | $4.2M | 11k | 382.42 |
| 2022-09-30 | $3.9M | 11k | 357.17 |
| 2022-06-30 | $4.1M | 11k | 377.24 |
| 2022-03-31 | $4.9M | 11k | 451.63 |
| 2021-12-31 | $3.8M | 8.1k | 474.94 |
| 2021-09-30 | $3.5M | 8.2k | 429.12 |
| 2021-06-30 | $3.4M | 7.8k | 428.05 |
| 2021-03-31 | $3.1M | 7.9k | 396.32 |
| 2020-12-31 | $3.0M | 8.1k | 373.87 |
| 2020-09-30 | $2.7M | 8.1k | 334.89 |
| 2020-06-30 | $2.5M | 8.1k | 308.36 |
| 2020-03-31 | $1.5M | 5.7k | 257.73 |
| 2019-12-31 | $1.9M | 5.8k | 321.84 |