Clearview Wealth Advisors LLC Spdr Portfolio Intermediate Te Transaction History

Clearview Wealth Advisors LLC

$114 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 18, 2022	SELL	$31.11 - $33.37 $15,181 - $16,284	-488 Reduced 5.73%	8,025 $251,000
Q2 2022 Aug 05, 2022	BUY	$32.03 - $34.08 $1,185 - $1,260	37 Added 0.44%	8,513 $278,000
Q1 2022 Apr 29, 2022	SELL	$33.91 - $36.04 $37,911 - $40,292	-1,118 Reduced 11.65%	8,476 $289,000
Q4 2021 Feb 02, 2022	SELL	$35.97 - $36.6 $55,142 - $56,107	-1,533 Reduced 13.78%	9,594 $347,000
Q3 2021 Nov 02, 2021	SELL	$36.52 - $36.95 $8,582 - $8,683	-235 Reduced 2.07%	11,127 $406,000
Q2 2021 Jul 30, 2021	SELL	$36.19 - $36.73 $594,963 - $603,841	-16,440 Reduced 59.13%	11,362 $417,000
Q1 2021 May 06, 2021	SELL	$36.13 - $37.14 $4.32 Million - $4.44 Million	-119,480 Reduced 81.12%	27,802 $1.01 Million
Q4 2020 Jan 21, 2021	BUY	$36.68 - $37.18 $5.4 Million - $5.48 Million	147,282 New	147,282 $5.48 Million

Others Institutions Holding SPIB

# of Institutions

526

Shares Held

197M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

43.4M
Shares

$1.45 Billion
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

32.5M
Shares

$1.08 Billion
0.54% of portfolio
Envestnet Asset Management Inc

8.82M
Shares

$295 Million
0.1% of portfolio
Creative Planning Overland Park, KS

7.15M
Shares

$239 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

5.92M
Shares

$198 Million
0.05% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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