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

1,082

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

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About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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