Clear Perspectives Financial Planning, LLC Spdr Portfolio S&P 1500 Compos 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 1500 Compos stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 470 shares of SPTM stock, worth $37,115. This represents 0.01% of its overall portfolio holdings.

Number of Shares
470
Previous 522 9.96%
Holding current value
$37,115
Previous $24,000 4.17%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023
SELL
$46.97 - $51.65 $2,442 - $2,685
-52 Reduced 9.96%
470 $23,000
Q1 2022

May 12, 2022
SELL
$51.36 - $58.82 $11,401 - $13,058
-222 Reduced 29.84%
522 $29,000
Q4 2021

Feb 09, 2022
SELL
$52.99 - $58.74 $5,510 - $6,108
-104 Reduced 12.26%
744 $43,000
Q4 2020

Feb 01, 2021
BUY
$39.96 - $46.09 $33,886 - $39,084
848 New
848 $39,000

Others Institutions Holding SPTM

# of Institutions
725
Shares Held
94.8M
Call Options Held
24.2K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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