Clarus Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Clarus Group’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
2026 Q1	$919K	Hold	1,413	–	–	0.33%	35
2025 Q4	$964K	Sell	1,413 -124	-8%	-$83.8K	0.35%	32
2025 Q3	$1.02M	Sell	1,537 -441	-22%	-$283K	0.36%	31
2025 Q2	$1.22M	Sell	1,978 -78	-4%	-$44.6K	0.45%	27
2025 Q1	$1.15M	Hold	2,056	–	–	0.45%	25
2024 Q4	$1.21M	Buy	2,056 +236	+13%	+$139K	0.43%	26
2024 Q3	$1.04M	Buy	1,820 +83	+5%	+$45.9K	0.44%	32
2024 Q2	$945K	Sell	1,737 -128	-7%	-$67K	0.42%	30
2024 Q1	$975K	Buy	1,865 +2	+0.1%	+$996	0.68%	28
2023 Q4	$885K	Buy	1,863 +48	+3%	+$21.4K	0.67%	28
2023 Q3	$776K	Buy	1,815 +96	+6%	+$42.7K	0.56%	33
2023 Q2	$762K	Hold	1,719	–	–	0.56%	31
2023 Q1	$704K	Sell	1,719 -2,705	-61%	-$1.08M	0.66%	24
2022 Q4	$1.69M	Buy	4,424 +1,751	+66%	+$673K	1.49%	15
2022 Q3	$955K	Buy	2,673 +786	+42%	+$312K	0.87%	20
2022 Q2	$712K	Buy	1,887 +833	+79%	+$341K	0.6%	28
2022 Q1	$476K	Buy	+1,054	New	+$469K	0.32%	46

Other funds holding SPY

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Clarus Group's SPY Position: Q1 2026 in Review

Clarus Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 1,413 shares worth $919K. The position accounts for 0.33% of the portfolio, ranked #35.

Clarus Group first reported a position in SPY in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.69M in Q4 2022. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Clarus Group held 1,413 shares of State Street SPDR S&P 500 ETF Trust worth $919K as of Q1 2026.
Clarus Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.33% of Clarus Group's portfolio in Q1 2026, its #35 holding.
Clarus Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 17 quarters since.
Clarus Group's State Street SPDR S&P 500 ETF Trust position peaked at $1.69M in Q4 2022.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Clarus Group's 13F filing for Q1 2026, filed 21 Apr 2026.