Clear Perspectives Financial Planning, LLC Spdr Ser Tr Fds Spdr Portfolio 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	N/A	-133 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	N/A	133 New	133 $6,000

Others Institutions Holding SPEM

# of Institutions

743

Shares Held

185M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

24.5M
Shares

$923 Million
0.98% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

17.8M
Shares

$669 Million
1.45% of portfolio
Lpl Financial LLC Fort Mill, SC

8.95M
Shares

$337 Million
0.18% of portfolio
Allworth Financial LP

6.06M
Shares

$228 Million
1.57% of portfolio
Tiaa Trust, National Association Charlotte, NC

5.42M
Shares

$204 Million
0.6% of portfolio

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