Clear Perspectives Financial Planning, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 675 shares of SPLG stock, worth $48,147. This represents 0.02% of its overall portfolio holdings.

Number of Shares

675

Previous 1,475 54.24%

Holding current value

$48,147

Previous $66,000 51.52%

% of portfolio

0.02%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$44.61 - $48.99 $35,688 - $39,192	-800 Reduced 54.24%	675 $32,000
Q2 2022 Aug 11, 2022	SELL	$43.16 - $53.73 $2,719 - $3,384	-63 Reduced 4.1%	1,475 $65,000
Q1 2022 May 12, 2022	SELL	$48.98 - $56.19 $10,530 - $12,080	-215 Reduced 12.26%	1,538 $82,000
Q3 2021 Nov 05, 2021	BUY	$49.95 - $53.29 $49 - $53	1 Added 0.06%	1,753 $88,000
Q2 2021 Aug 05, 2021	SELL	$47.08 - $50.33 $16,478 - $17,615	-350 Reduced 16.65%	1,752 $88,000
Q4 2020 Feb 01, 2021	BUY	$38.37 - $43.96 $80,653 - $92,403	2,102 New	2,102 $92,000

Others Institutions Holding SPLG

# of Institutions

1,229

Shares Held

509M

Call Options Held

264K

Put Options Held

168K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

More about SPLG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Perspectives Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Perspectives Financial Planning, LLC with notifications on news.

Account

Clear Perspectives Financial Planning, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History