Clear Perspective Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Clear Perspective Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$1.65M	Sell	3,479 -95	-3%	-$43.6K	0.5%	34
2021 Q3	$1.53M	Hold	3,574	–	–	0.52%	36
2021 Q2	$1.53M	Sell	3,574 -57	-2%	-$23.8K	0.53%	38
2021 Q1	$1.44M	Sell	3,631 -72	-2%	-$27.8K	0.56%	35
2020 Q4	$1.38M	Sell	3,703 -35	-0.9%	-$12.4K	0.57%	36
2020 Q3	$286	Buy	3,738 +248	+7%	+$82.2K	0.13%	112
2020 Q2	$1.08M	Sell	3,490 -5	-0.1%	-$1.46K	0.59%	30
2020 Q1	$901K	Sell	3,495 -182	-5%	-$55.5K	0.6%	34
2019 Q4	$1.18M	Sell	3,677 -3,228	-47%	-$994K	0.73%	32
2019 Q3	$2.04M	Buy	6,905 +3,701	+116%	+$1.09M	0.92%	26
2019 Q2	$939K	Buy	3,204 +52	+2%	+$15K	0.6%	40
2019 Q1	$890K	Hold	3,152	–	–	0.63%	42
2018 Q4	$788K	Buy	3,152 +395	+14%	+$107K	0.66%	40
2018 Q3	$802K	Sell	2,757 -225	-8%	-$64.1K	0.59%	48
2018 Q2	$809K	Sell	2,982 -135	-4%	-$36.5K	0.57%	44
2018 Q1	$820K	Buy	3,117 +96	+3%	+$26.2K	0.61%	38
2017 Q4	$806K	Hold	3,021	–	–	0.62%	39
2017 Q3	$759K	Sell	3,021 -559	-16%	-$138K	0.62%	41
2017 Q2	$866K	Sell	3,580 -80	-2%	-$19.2K	0.73%	41
2017 Q1	$863K	Hold	3,660	–	–	0.57%	44
2016 Q4	$818K	Buy	+3,660	New	+$800K	0.54%	42

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Clear Perspective Advisors's SPY Position: Q4 2021 in Review

Clear Perspective Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.7% in Q4 2021, selling an estimated $43.6K and leaving 3,479 shares worth $1.65M. The position accounts for 0.5% of the portfolio, ranked #34.

Clear Perspective Advisors first reported a position in SPY in Q4 2016 and has held it in 21 quarters since. The position peaked at $2.04M in Q3 2019. 3,171 funds tracked by Wall St. Rank hold SPY as of Q4 2021.

Clear Perspective Advisors held 3,479 shares of State Street SPDR S&P 500 ETF Trust worth $1.65M as of Q4 2021.
Clear Perspective Advisors sold 95 State Street SPDR S&P 500 ETF Trust shares in Q4 2021, an estimated $43.6K.
State Street SPDR S&P 500 ETF Trust made up 0.5% of Clear Perspective Advisors's portfolio in Q4 2021, its #34 holding.
Clear Perspective Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.04M in Q3 2019.
3,171 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.