Clear Perspectives Financial Planning, LLC Spdr Portfolio S&P 600 Small C 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	$39.91 - $45.5 $32,726 - $37,310	-820 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$27.77 - $35.98 $22,771 - $29,503	820 New	820 $29,000

Others Institutions Holding SPSM

# of Institutions

864

Shares Held

192M

Call Options Held

62.3K

Put Options Held

1.4K

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

22M
Shares

$980 Million
2.04% of portfolio
Lpl Financial LLC Fort Mill, SC

18M
Shares

$800 Million
0.38% of portfolio
Betterment LLC New York, NY

14.6M
Shares

$652 Million
1.58% of portfolio
Bank Of America Corp Charlotte, NC

6.45M
Shares

$287 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.55M
Shares

$247 Million
0.04% of portfolio

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