Clear Perspectives Financial Planning, LLC Spdr Portfolio S&P 600 Small C 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	-820 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	N/A	820 New	820 $29,000

Others Institutions Holding SPSM

# of Institutions

802

Shares Held

185M

Call Options Held

91.7K

Put Options Held

2.7K

Financial Engines Advisors L.L.C. Santa Clara, CA

21.6M
Shares

$896 Million
2.09% of portfolio
Lpl Financial LLC Fort Mill, SC

17.4M
Shares

$722 Million
0.41% of portfolio
Betterment LLC New York, NY

13.2M
Shares

$546 Million
1.52% of portfolio
Bank Of America Corp Charlotte, NC

6.93M
Shares

$288 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.14M
Shares

$255 Million
0.07% of portfolio

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About SPDR PORTFOLIO S&P 600 SMALL C

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