Berkeley, Inc Spdr Portfolio S&P 500 Value E Transaction History

Berkeley, Inc

$124 Billion
Q4 2020

A detailed history of Berkeley, Inc transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Berkeley, Inc holds 6,104 shares of SPYV stock, worth $322,413. This represents 0.17% of its overall portfolio holdings.

Number of Shares

6,104

Holding current value

$322,413

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 28, 2025	BUY	$29.5 - $34.42 $180,068 - $210,099	6,104 New	6,104 $210 Million

Others Institutions Holding SPYV

# of Institutions

1,079

Shares Held

437M

Call Options Held

316K

Put Options Held

4.7K

Financial Engines Advisors L.L.C. Santa Clara, CA

78.2M
Shares

$4.13 Billion
8.44% of portfolio
Lpl Financial LLC Fort Mill, SC

41.4M
Shares

$2.19 Billion
0.89% of portfolio
Allworth Financial LP

20.4M
Shares

$1.08 Billion
6.01% of portfolio
Demars Financial Group, LLC

16.1M
Shares

$853 Million
10.16% of portfolio
Morgan Stanley New York, NY

9.19M
Shares

$485 Million
0.03% of portfolio

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Berkeley, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Berkeley, Inc with notifications on news.

Account