Clear Perspectives Financial Planning, LLC Select Sector Spdr Consumer Di 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	$163.19 - $210.31 $3,263 - $4,206	-20 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$142.97 - $160.78 $2,859 - $3,215	20 New	20 $3,000

Others Institutions Holding XLY

# of Institutions

1,277

Shares Held

82.5M

Call Options Held

5.83M

Put Options Held

12.5M

Bank Of America Corp Charlotte, NC

20.9M
Shares

$4.19 Billion
0.34% of portfolio
Barclays PLC London, X0

5.55M
Shares

$1.11 Billion
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

4.13M
Shares

$826 Million
0.07% of portfolio
Morgan Stanley New York, NY

3.67M
Shares

$735 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

2.84M
Shares

$568 Million
0.13% of portfolio

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About SELECT SECTOR SPDR-CONSUMER DI

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