Clearview Wealth Advisors LLC Spdr Portfolio Intermediate Te Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 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

536

Shares Held

214M

Call Options Held

300

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

44.6M
Shares

$1.47 Billion
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

35M
Shares

$1.16 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$334 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$229 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.05M
Shares

$167 Million
0.04% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
Sector ETFs
Industry ETFs

More about SPIB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearview Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearview Wealth Advisors LLC with notifications on news.