Clearview Wealth Advisors LLC Spdr S&P 500 ETF Trust Transaction History

Clearview Wealth Advisors LLC

$114 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 12, 2023	SELL	$379.5 - $416.78 $80,074 - $87,940	-211 Reduced 63.94%	119 $48,000
Q4 2022 Jan 31, 2023	SELL	$357.63 - $407.42 $4,291 - $4,889	-12 Reduced 3.51%	330 $126,000
Q3 2022 Oct 18, 2022	BUY	$357.18 - $429.7 $10,715 - $12,891	30 Added 9.62%	342 $122,000
Q2 2022 Aug 05, 2022	BUY	$365.86 - $456.8 $4,756 - $5,938	13 Added 4.35%	312 $118,000
Q1 2022 Apr 29, 2022	BUY	$416.25 - $477.71 $14,152 - $16,242	34 Added 12.83%	299 $135,000
Q4 2021 Feb 02, 2022	BUY	$428.64 - $477.48 $5,572 - $6,207	13 Added 5.16%	265 $126,000
Q2 2021 Jul 30, 2021	BUY	$400.61 - $428.06 $11,617 - $12,413	29 Added 13.0%	252 $108,000
Q1 2021 May 06, 2021	BUY	$368.79 - $397.26 $82,240 - $88,588	223 New	223 $88,000

Others Institutions Holding SPY

# of Institutions

4,431

Shares Held

557M

Call Options Held

275M

Put Options Held

402M

Jpmorgan Chase & CO New York, NY

56.3M
Shares

$32.2 Billion
2.7% of portfolio
Morgan Stanley New York, NY

35M
Shares

$20 Billion
1.49% of portfolio
Goldman Sachs Group Inc New York, NY

34.4M
Shares

$19.7 Billion
3.23% of portfolio
Bank Of America Corp Charlotte, NC

25.1M
Shares

$14.4 Billion
1.22% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

13.7M
Shares

$7.81 Billion
1.41% of portfolio

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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