Clear Perspectives Financial Planning, LLC Spdr S&P Regional Banking ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$56.85 - $68.24 $26,605 - $31,936	-468 Reduced 34.04%	907 $53,000
Q1 2022 May 12, 2022	BUY	$67.01 - $78.78 $92,138 - $108,322	1,375 New	1,375 $95,000

Others Institutions Holding KRE

# of Institutions

590

Shares Held

71.1M

Call Options Held

39.4M

Put Options Held

82.6M

Morgan Stanley New York, NY

8.83M
Shares

$599 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

6.85M
Shares

$465 Million
0.06% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

5.95M
Shares

$403 Million
0.83% of portfolio
Ubs Group Ag

3.92M
Shares

$266 Million
0.05% of portfolio
Citigroup Inc

3M
Shares

$204 Million
0.1% of portfolio

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About SPDR S&P REGIONAL BANKING ETF

Ticker KRE
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