Clear Perspectives Financial Planning, LLC Spdr Portfolio Intermediate Te Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	N/A	-434 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	N/A	106 Added 32.32%	434 $16,000
Q4 2020 Feb 01, 2021	BUY	N/A	328 New	328 $12,000

Others Institutions Holding SPIB

# of Institutions

510

Shares Held

208M

Call Options Held

100

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

30.9M
Shares

$1.01 Billion
0.24% of portfolio
Lpl Financial LLC Fort Mill, SC

29.3M
Shares

$955 Million
0.53% of portfolio
Ge Investment Management Corp. Norwalk, CT

15.8M
Shares

$515 Million
49.05% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

12.5M
Shares

$407 Million
0.56% of portfolio
Wells Fargo & Company San Francisco, CA

8.52M
Shares

$277 Million
0.07% of portfolio

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About SPDR PORTFOLIO INTERMEDIATE TE

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