Clear Perspectives Financial Planning, LLC Spdr Portfolio Intermediate Te Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	$33.91 - $36.04 $14,716 - $15,641	-434 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$35.97 - $36.6 $3,812 - $3,879	106 Added 32.32%	434 $16,000
Q4 2020 Feb 01, 2021	BUY	$36.68 - $37.18 $12,031 - $12,195	328 New	328 $12,000

Others Institutions Holding SPIB

# of Institutions

536

Shares Held

214M

Call Options Held

300

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

44.6M
Shares

$1.46 Billion
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

35M
Shares

$1.14 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$331 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$227 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.05M
Shares

$165 Million
0.04% of portfolio

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About SPDR PORTFOLIO INTERMEDIATE TE

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