Clearview Wealth Advisors LLC Spdr Portfolio Short Term Trea Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 31, 2023	SELL	$28.7 - $29.07 $17,794 - $18,023	-620 Reduced 39.74%	940 $27,000
Q3 2022 Oct 18, 2022	SELL	$28.84 - $29.57 $25,667 - $26,317	-890 Reduced 36.33%	1,560 $45,000
Q2 2022 Aug 05, 2022	SELL	$29.16 - $29.7 $119,264 - $121,473	-4,090 Reduced 62.54%	2,450 $72,000
Q1 2022 Apr 29, 2022	SELL	$29.62 - $30.41 $1.05 Million - $1.08 Million	-35,409 Reduced 84.41%	6,540 $194,000
Q4 2021 Feb 02, 2022	SELL	$30.42 - $30.64 $764,880 - $770,412	-25,144 Reduced 37.48%	41,949 $1.28 Million
Q3 2021 Nov 02, 2021	SELL	$30.62 - $30.7 $712,190 - $714,051	-23,259 Reduced 25.74%	67,093 $2.06 Million
Q2 2021 Jul 30, 2021	SELL	$30.62 - $30.7 $771,134 - $773,148	-25,184 Reduced 21.8%	90,352 $2.77 Million
Q1 2021 May 06, 2021	SELL	$30.64 - $30.7 $360,387 - $361,093	-11,762 Reduced 9.24%	115,536 $3.54 Million
Q4 2020 Jan 21, 2021	BUY	$30.65 - $30.71 $3.9 Million - $3.91 Million	127,298 New	127,298 $3.91 Million

Others Institutions Holding SPTS

# of Institutions

403

Shares Held

176M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

22.4M
Shares

$647 Million
0.06% of portfolio
Municipal Employees' Retirement System Of Michigan

21.7M
Shares

$627 Million
8.42% of portfolio
Richard Bernstein Advisors LLC

13.6M
Shares

$391 Million
8.59% of portfolio
State Street Corp Boston, MA

12M
Shares

$348 Million
0.01% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

9.24M
Shares

$267 Million
10.18% of portfolio

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