Clear Perspectives Financial Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	SELL	$35.69 - $43.02 $4,746 - $5,721	-133 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$40.07 - $44.51 $5,329 - $5,919	133 New	133 $6,000

Others Institutions Holding SPEM

# of Institutions

778

Shares Held

193M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

23M
Shares

$925 Million
0.94% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.1M
Shares

$726 Million
1.52% of portfolio
Lpl Financial LLC Fort Mill, SC

9.17M
Shares

$369 Million
0.18% of portfolio
Allworth Financial LP

6.3M
Shares

$253 Million
1.61% of portfolio
State Street Corp Boston, MA

5.7M
Shares

$229 Million
0.01% of portfolio

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