A detailed history of Alera Investment Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 710,471 shares of SPYV stock, worth $36.9 Million. This represents 4.48% of its overall portfolio holdings.

Number of Shares
710,471
Previous 728,249 2.44%
Holding current value
$36.9 Million
Previous $35.5 Million 5.81%
% of portfolio
4.48%
Previous 4.32%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$48.51 - $52.86 $862,410 - $939,745
-17,778 Reduced 2.44%
710,471 $37.6 Million
Q2 2024

Aug 13, 2024

SELL
$47.37 - $50.09 $8.29 Million - $8.77 Million
-175,061 Reduced 19.38%
728,249 $35.5 Million
Q1 2024

May 10, 2024

SELL
$45.88 - $50.1 $5.01 Million - $5.47 Million
-109,215 Reduced 10.79%
903,310 $45.3 Million
Q4 2023

Jan 23, 2024

SELL
$39.63 - $46.73 $857,038 - $1.01 Million
-21,626 Reduced 2.09%
1,012,525 $47.2 Million
Q3 2023

Oct 11, 2023

SELL
$41.15 - $44.69 $828,472 - $899,743
-20,133 Reduced 1.91%
1,034,151 $42.7 Million
Q2 2023

Jul 26, 2023

SELL
$40.17 - $43.27 $162,206 - $174,724
-4,038 Reduced 0.38%
1,054,284 $45.5 Million
Q1 2023

May 01, 2023

SELL
$38.68 - $42.77 $844,848 - $934,182
-21,842 Reduced 2.02%
1,058,322 $43.1 Million
Q4 2022

Feb 02, 2023

BUY
$34.79 - $40.71 $17.4 Million - $20.4 Million
501,079 Added 86.53%
1,080,164 $42 Million
Q3 2022

Nov 09, 2022

BUY
$34.49 - $40.43 $1.03 Million - $1.21 Million
29,847 Added 5.43%
579,085 $20 Million
Q2 2022

Aug 08, 2022

SELL
$35.93 - $42.52 $13.2 Million - $15.6 Million
-367,018 Reduced 40.06%
549,238 $20.2 Million
Q1 2022

May 10, 2022

SELL
$39.54 - $42.64 $1.2 Million - $1.3 Million
-30,395 Reduced 3.21%
916,256 $38.3 Million
Q4 2021

Jan 26, 2022

BUY
$39.14 - $42.04 $634,146 - $681,132
16,202 Added 1.74%
946,651 $39.8 Million
Q3 2021

Nov 15, 2021

BUY
$38.51 - $40.73 $34.4 Million - $36.4 Million
894,158 Added 2463.86%
930,449 $36.3 Million
Q3 2021

Nov 09, 2021

SELL
$38.51 - $40.73 $33.1 Million - $35 Million
-860,093 Reduced 95.95%
36,291 $36.3 Million
Q2 2021

Aug 05, 2021

BUY
$38.15 - $40.6 $2 Million - $2.13 Million
52,436 Added 6.21%
896,384 $35.4 Million
Q1 2021

May 12, 2021

BUY
$33.86 - $38.29 $591,364 - $668,734
17,465 Added 2.11%
843,948 $32 Million
Q4 2020

Feb 08, 2021

BUY
$29.5 - $34.42 $1.07 Million - $1.25 Million
36,376 Added 4.6%
826,483 $28.4 Million
Q3 2020

Nov 09, 2020

BUY
$28.64 - $31.68 $11.2 Million - $12.4 Million
390,777 Added 97.86%
790,107 $23.9 Million
Q2 2020

Aug 11, 2020

BUY
$24.7 - $32.15 $8.56 Million - $11.1 Million
346,551 Added 656.61%
399,330 $11.6 Million
Q1 2020

Apr 29, 2020

BUY
$22.11 - $35.37 $1.17 Million - $1.87 Million
52,779 New
52,779 $6.47 Million

Others Institutions Holding SPYV

About SPDR PORTFOLIO S&P 500 VALUE E


  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Alera Investment Advisors, LLC Portfolio

Follow Alera Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alera Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alera Investment Advisors, LLC with notifications on news.