Clear Perspectives Financial Planning’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$2.55M	Buy	6,235 +250	+4%	+$99.7K	1.43%	17
2022 Q4	$2.29M	Sell	5,985 -167	-3%	-$64.2K	1.22%	20
2022 Q3	$2.2M	Sell	6,152 -335	-5%	-$133K	1.08%	19
2022 Q2	$2.45M	Sell	6,487 -358	-5%	-$147K	0.95%	19
2022 Q1	$3.09M	Sell	6,845 -150	-2%	-$66.8K	1.17%	22
2021 Q4	$3.32M	Buy	6,995 +138	+2%	+$63.4K	1.34%	18
2021 Q3	$2.94M	Buy	6,857 +59	+0.9%	+$26K	1.33%	20
2021 Q2	$2.91M	Sell	6,798 -350	-5%	-$146K	1.41%	19
2021 Q1	$2.83M	Sell	7,148 -179	-2%	-$69K	1.64%	16
2020 Q4	$2.74M	Buy	+7,327	New	+$2.6M	1.74%	19

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Clear Perspectives Financial Planning's SPY Position: Q1 2023 in Review

Clear Perspectives Financial Planning increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.2% in Q1 2023, buying an estimated $99.7K and bringing the position to 6,235 shares worth $2.55M. The position accounts for 1.43% of the portfolio, ranked #17.

Clear Perspectives Financial Planning first reported a position in SPY in Q4 2020 and has held it in 10 quarters since. The position peaked at $3.32M in Q4 2021. 3,253 funds tracked by Wall St. Rank hold SPY as of Q1 2023.

Clear Perspectives Financial Planning held 6,235 shares of State Street SPDR S&P 500 ETF Trust worth $2.55M as of Q1 2023.
Clear Perspectives Financial Planning bought 250 State Street SPDR S&P 500 ETF Trust shares in Q1 2023, an estimated $99.7K.
State Street SPDR S&P 500 ETF Trust made up 1.43% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #17 holding.
Clear Perspectives Financial Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's State Street SPDR S&P 500 ETF Trust position peaked at $3.32M in Q4 2021.
3,253 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.