Clear Perspectives Financial Planning, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 59,084 shares of SDY stock, worth $7.84 Million. This represents 4.1% of its overall portfolio holdings.

Number of Shares

59,084

Previous 60,575 2.46%

Holding current value

$7.84 Million

Previous $7.58 Million 3.55%

% of portfolio

4.1%

Previous 4.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$117.74 - $132.18 $175,550 - $197,080	-1,491 Reduced 2.46%	59,084 $7.31 Million
Q4 2022 Feb 13, 2023	BUY	$112.65 - $131.57 $771,201 - $900,728	6,846 Added 12.74%	60,575 $7.58 Million
Q3 2022 Nov 09, 2022	BUY	$111.5 - $132.34 $411,658 - $488,599	3,692 Added 7.38%	53,729 $5.99 Million
Q2 2022 Aug 11, 2022	BUY	$114.07 - $132.3 $5.7 Million - $6.61 Million	49,979 Added 86170.69%	50,037 $5.94 Million
Q1 2022 May 12, 2022	BUY	$121.65 - $130.75 $4,744 - $5,099	39 Added 205.26%	58 $7,000
Q4 2020 Feb 01, 2021	BUY	$91.76 - $107.36 $1,743 - $2,039	19 New	19 $2,000

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.8M

Call Options Held

51K

Put Options Held

46.5K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Clear Perspectives Financial Planning, LLC Spdr Series Tr Spdr S&P Divide Transaction History