Clear Perspectives Financial Planning, LLC Spdr S&P 500 ETF Trust Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 6,235 shares of SPY stock, worth $3.56 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

6,235

Previous 5,985 4.18%

Holding current value

$3.56 Million

Previous $2.29 Million 11.54%

% of portfolio

1.43%

Previous 1.22%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$379.5 - $416.78 $94,875 - $104,195	250 Added 4.18%	6,235 $2.55 Million
Q4 2022 Feb 13, 2023	SELL	$357.63 - $407.42 $59,724 - $68,039	-167 Reduced 2.71%	5,985 $2.29 Million
Q3 2022 Nov 09, 2022	SELL	$357.18 - $429.7 $119,655 - $143,949	-335 Reduced 5.16%	6,152 $2.2 Million
Q2 2022 Aug 11, 2022	SELL	$365.86 - $456.8 $130,977 - $163,534	-358 Reduced 5.23%	6,487 $2.45 Million
Q1 2022 May 12, 2022	SELL	$416.25 - $477.71 $62,437 - $71,656	-150 Reduced 2.14%	6,845 $3.09 Million
Q4 2021 Feb 09, 2022	BUY	$428.64 - $477.48 $59,152 - $65,892	138 Added 2.01%	6,995 $3.32 Million
Q3 2021 Nov 05, 2021	BUY	$424.97 - $453.19 $25,073 - $26,738	59 Added 0.87%	6,857 $2.94 Million
Q2 2021 Aug 05, 2021	SELL	$400.61 - $428.06 $140,213 - $149,821	-350 Reduced 4.9%	6,798 $2.91 Million
Q1 2021 May 06, 2021	SELL	$368.79 - $397.26 $66,013 - $71,109	-179 Reduced 2.44%	7,148 $2.83 Million
Q4 2020 Feb 01, 2021	BUY	$326.54 - $373.88 $2.39 Million - $2.74 Million	7,327 New	7,327 $2.74 Million

Others Institutions Holding SPY

# of Institutions

4,431

Shares Held

557M

Call Options Held

275M

Put Options Held

402M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Clear Perspectives Financial Planning, LLC Spdr S&P 500 ETF Trust Transaction History