CG
SPYM

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
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

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Clarus Group's SPYM Position: Q2 2026 in Review

Clarus Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.22% in Q2 2026, buying an estimated $54.3K and bringing the position to 285,013 shares worth $25M. The position accounts for 8.49% of the portfolio, ranked #3.

Clarus Group first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $26M in Q3 2024. 889 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Clarus Group held 285,013 shares of State Street SPDR Portfolio S&P 500 ETF worth $25M as of Q2 2026.
  • Clarus Group bought 636 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $54.3K.
  • State Street SPDR Portfolio S&P 500 ETF made up 8.49% of Clarus Group's portfolio in Q2 2026, its #3 holding.
  • Clarus Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • Clarus Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $26M in Q3 2024.
  • 889 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.