Clearview Wealth Advisors LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Clearview Wealth Advisors LLC

$130 Million
Q4 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 133,299 shares of SPLG stock, worth $8.89 Million. This represents 7.06% of its overall portfolio holdings.

Number of Shares

133,299

Previous 142,866 6.7%

Holding current value

$8.89 Million

Previous $9.64 Million 4.72%

% of portfolio

7.06%

Previous 7.5%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$66.77 - $71.52 $638,788 - $684,231	-9,567 Reduced 6.7%	133,299 $9.19 Million
Q3 2024 Oct 15, 2024	SELL	$60.84 - $67.51 $107,808 - $119,627	-1,772 Reduced 1.23%	142,866 $9.64 Million
Q2 2024 Jul 31, 2024	SELL	$58.24 - $64.51 $7.31 Million - $8.1 Million	-125,502 Reduced 46.46%	144,638 $9.26 Million
Q1 2024 Apr 09, 2024	BUY	$54.97 - $61.53 $8.67 Million - $9.7 Million	157,632 Added 140.11%	270,140 $16.6 Million
Q4 2023 Jan 12, 2024	BUY	$48.29 - $56.08 $278,246 - $323,132	5,762 Added 5.4%	112,508 $6.29 Million
Q3 2023 Oct 30, 2023	BUY	$50.09 - $53.81 $122,670 - $131,780	2,449 Added 2.35%	106,746 $5.37 Million
Q2 2023 Aug 07, 2023	SELL	$47.56 - $52.11 $295,252 - $323,498	-6,208 Reduced 5.62%	104,297 $5.43 Million
Q1 2023 Apr 12, 2023	SELL	$44.61 - $48.99 $6.79 Million - $7.45 Million	-152,106 Reduced 57.92%	110,505 $5.32 Million
Q4 2022 Jan 31, 2023	SELL	$41.93 - $47.9 $2.99 Million - $3.41 Million	-71,191 Reduced 21.33%	262,611 $11.8 Million
Q3 2022 Oct 18, 2022	BUY	$41.99 - $50.54 $841,815 - $1.01 Million	20,048 Added 6.39%	333,802 $14 Million
Q2 2022 Aug 05, 2022	SELL	$43.16 - $53.73 $1.32 Million - $1.64 Million	-30,522 Reduced 8.87%	313,754 $13.9 Million
Q1 2022 Apr 29, 2022	BUY	$48.98 - $56.19 $6.38 Million - $7.32 Million	130,297 Added 60.89%	344,276 $18.3 Million
Q4 2021 Feb 02, 2022	BUY	$50.43 - $56.16 $1.68 Million - $1.87 Million	33,357 Added 18.47%	213,979 $11.9 Million
Q3 2021 Nov 02, 2021	BUY	$49.95 - $53.29 $172,577 - $184,116	3,455 Added 1.95%	180,622 $9.11 Million
Q2 2021 Jul 30, 2021	BUY	$47.08 - $50.33 $67,936 - $72,626	1,443 Added 0.82%	177,167 $8.92 Million
Q1 2021 May 06, 2021	SELL	$43.36 - $46.72 $1.12 Million - $1.2 Million	-25,761 Reduced 12.79%	175,724 $8.19 Million
Q4 2020 Jan 21, 2021	BUY	$38.37 - $43.96 $7.73 Million - $8.86 Million	201,485 New	201,485 $8.86 Million

Others Institutions Holding SPLG

# of Institutions

1,302

Shares Held

553M

Call Options Held

408K

Put Options Held

745K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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Clearview Wealth Advisors LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History