Clear Perspectives Financial Planning, LLC Spdr Portfolio Short Term Trea Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	N/A	-3,816 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	N/A	-1,502 Reduced 28.24%	3,816 $116,000
Q3 2021 Nov 05, 2021	SELL	N/A	-5,337 Reduced 50.09%	5,318 $163,000
Q1 2021 May 06, 2021	SELL	N/A	-850 Reduced 7.39%	10,655 $327,000
Q4 2020 Feb 01, 2021	BUY	N/A	11,505 New	11,505 $353,000

Others Institutions Holding SPTS

# of Institutions

359

Shares Held

173M

Call Options Held

Put Options Held

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

48.1M
Shares

$1.39 Billion
0.65% of portfolio
Municipal Employees' Retirement System Of Michigan

21.7M
Shares

$626 Million
8.08% of portfolio
State Street Corp Boston, MA

10.9M
Shares

$316 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

7.11M
Shares

$205 Million
0.11% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

4.7M
Shares

$136 Million
5.41% of portfolio

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