Clear Perspectives Financial Planning, LLC Spdr Portfolio S&P 500 Value E 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	$39.54 - $42.64 $9,964 - $10,745	-252 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$39.14 - $42.04 $9,863 - $10,594	252 New	252 $11,000

Others Institutions Holding SPYV

# of Institutions

965

Shares Held

382M

Call Options Held

312K

Put Options Held

3.5K

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

75.2M
Shares

$3.93 Billion
8.17% of portfolio
Lpl Financial LLC Fort Mill, SC

36M
Shares

$1.88 Billion
0.89% of portfolio
Allworth Financial LP

20.3M
Shares

$1.06 Billion
6.66% of portfolio
Morgan Stanley New York, NY

8.89M
Shares

$464 Million
0.03% of portfolio
Valmark Advisers, Inc.

7.49M
Shares

$391 Million
6.25% of portfolio

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