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

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$28.62 - $30.13 $184,455 - $194,187	-6,445 Closed	0 $0
Q1 2022 May 12, 2022	SELL	$30.11 - $31.87 $96,291 - $101,920	-3,198 Reduced 33.16%	6,445 $195,000
Q4 2021 Feb 09, 2022	SELL	$31.85 - $32.4 $30,735 - $31,266	-965 Reduced 9.1%	9,643 $309,000
Q3 2021 Nov 05, 2021	SELL	$32.26 - $32.83 $80,262 - $81,681	-2,488 Reduced 19.0%	10,608 $343,000
Q2 2021 Aug 05, 2021	SELL	$32.08 - $32.55 $58,353 - $59,208	-1,819 Reduced 12.2%	13,096 $424,000
Q1 2021 May 06, 2021	SELL	$32.08 - $33.07 $3.63 Million - $3.75 Million	-113,300 Reduced 88.37%	14,915 $478,000
Q4 2020 Feb 01, 2021	BUY	$32.89 - $33.24 $4.22 Million - $4.26 Million	128,215 New	128,215 $4.24 Million

Others Institutions Holding SPTI

# of Institutions

338

Shares Held

197M

Call Options Held

12.3K

Put Options Held

Lpl Financial LLC Fort Mill, SC

33.4M
Shares

$938 Million
0.48% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

30.5M
Shares

$855 Million
1.9% of portfolio
Municipal Employees' Retirement System Of Michigan

26.4M
Shares

$742 Million
10.27% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.51M
Shares

$183 Million
0.05% of portfolio
Mather Group, Llc. Chicago, IL

6M
Shares

$169 Million
2.25% of portfolio

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