Clarus Group
SPYM icon

Clarus Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Clarus Group’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$28.9M Buy
321,474
+36,461
+13% +$3.26M 9.51% 2
2026
Q2 		$25M Buy
285,013
+636
+0.2% +$54.3K 8.49% 3
2026
Q1 		$21.8M Buy
284,377
+296
+0.1% +$23.7K 7.8% 4
2025
Q4 		$22.8M Sell
284,081
-7,342
-3% -$584K 8.21% 4
2025
Q3 		$22.8M Buy
291,423
+8,838
+3% +$667K 7.94% 4
2025
Q2 		$20.5M Sell
282,585
-3,600
-1% -$242K 7.54% 4
2025
Q1 		$18.8M Sell
286,185
-3,972
-1% -$275K 7.31% 4
2024
Q4 		$20M Sell
290,157
-94,805
-25% -$6.57M 7.11% 4
2024
Q3 		$26M Buy
384,962
+7,932
+2% +$516K 10.97% 3
2024
Q2 		$24.1M Buy
377,030
+373,176
+9,683% +$23M 10.65% 3
2024
Q1 		$237K Buy
+3,854
New +$226K 0.17% 98

Other funds holding SPYM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Clarus Group's SPYM Position: Q3 2026 in Review

Clarus Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q3 2026, buying an estimated $3.26M and bringing the position to 321,474 shares worth $28.9M. The position accounts for 9.51% of the portfolio, ranked #2.

Clarus Group first reported a position in SPYM in Q1 2024 and has held it in 11 quarters since. 1,134 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Clarus Group held 321,474 shares of State Street SPDR Portfolio S&P 500 ETF worth $28.9M as of Q3 2026.
  • Clarus Group bought 36,461 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $3.26M.
  • State Street SPDR Portfolio S&P 500 ETF made up 9.51% of Clarus Group's portfolio in Q3 2026, its #2 holding.
  • Clarus Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 11 quarters since.
  • 1,134 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Clarus Group's 13F filing for Q3 2026, filed 21 Oct 2026.