Clear Perspectives Financial Planning, LLC Spdr Portfolio S&P 500 High Di Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	SELL	$35.5 - $41.73 $79,875 - $93,892	-2,250 Reduced 2.2%	99,909 $3.95 Million
Q3 2022 Nov 09, 2022	BUY	$35.47 - $43.38 $400,598 - $489,933	11,294 Added 12.43%	102,159 $3.62 Million
Q2 2022 Aug 11, 2022	BUY	$38.63 - $45.45 $3.51 Million - $4.13 Million	90,865 New	90,865 $3.63 Million

Others Institutions Holding SPYD

# of Institutions

473

Shares Held

47.3M

Call Options Held

68.6K

Put Options Held

13K

Meiji Yasuda Life Insurance CO Tokyo, M0

10.6M
Shares

$483 Million
8.97% of portfolio
Lpl Financial LLC Fort Mill, SC

3.65M
Shares

$167 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

3.05M
Shares

$139 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.8M
Shares

$128 Million
0.03% of portfolio
Auto Owners Insurance CO Lansing, MI

2.05M
Shares

$93.5 Million
2.32% of portfolio

View Full List

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