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 $51,867. This represents 0.02% of its overall portfolio holdings.

Number of Shares

675

Previous 1,475 54.24%

Holding current value

$51,867

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

1,483

Shares Held

728M

Call Options Held

1.37M

Put Options Held

949K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

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