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Clarus Wealth Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Clarus Wealth Advisors’s Portfolio SLYV Stock Details SLYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-47,735
Closed -$4.08M – 134
2024
Q4 		$4.08M Sell
47,735
-3,176
-6% -$284K 2.03% 13
2024
Q3 		$4.31M Buy
50,911
+364
+0.7% +$30.5K 2.2% 14
2024
Q2 		$3.95M Sell
50,547
-533
-1% -$42.3K 2.1% 14
2024
Q1 		$4.02M Buy
51,080
+758
+2% +$60.8K 2.27% 14
2023
Q4 		$3.93M Buy
+50,322
New +$3.72M 2.33% 14
2023
Q2 		$3.87M Buy
50,633
+2,503
+5% +$186K 2.35% 11
2023
Q1 		$3.57M Sell
48,130
-20,572
-30% -$1.63M 2.25% 12
2022
Q4 		$5.35M Sell
68,702
-2,504
-4% -$188K 3.51% 7
2022
Q3 		$4.92M Buy
71,206
+1,248
+2% +$93.9K 3.51% 7
2022
Q2 		$5.03M Buy
69,958
+2,226
+3% +$174K 3.54% 7
2022
Q1 		$5.45M Buy
67,732
+1,318
+2% +$109K 3.39% 10
2021
Q4 		$5.68M Buy
66,414
+18,922
+40% +$1.62M 3.27% 9
2021
Q3 		$4M Buy
47,492
+1,031
+2% +$84.7K 2.46% 10
2021
Q2 		$3.94M Sell
46,461
-10,965
-19% -$933K 2.47% 10
2021
Q1 		$4.74M Buy
57,426
+9,212
+19% +$710K 2.97% 8
2020
Q4 		$3.42M Sell
48,214
-459
-0.9% -$27.3K 2.27% 10
2020
Q3 		$2.57M Sell
48,673
-2,462
-5% -$126K 1.99% 11
2020
Q2 		$2.45M Buy
+51,135
New +$2.34M 2.07% 9
2020
Q1 		– Sell
-114,113
Closed -$7.4M – 142
2019
Q4 		$7.4M Buy
114,113
+32,559
+40% +$2.06M 4.89% 4
2019
Q3 		$5M Sell
81,554
-885
-1% -$53.1K 3.65% 9
2019
Q2 		$5M Sell
82,439
-11,049
-12% -$670K 3.62% 6
2019
Q1 		$5.64M Buy
+93,488
New +$5.64M 4.22% 5

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Clarus Wealth Advisors's SLYV Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2025, closing a stake of 47,735 shares — an estimated $4.08M sold.

Clarus Wealth Advisors first reported a position in SLYV in Q1 2019 and held it in 22 quarters. The position peaked at $7.4M in Q4 2019. 551 funds tracked by Wall St. Rank hold SLYV as of Q1 2025.

  • Clarus Wealth Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 47,735 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2025, an estimated $4.08M.
  • Clarus Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2019 and held it in 22 quarters.
  • Clarus Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $7.4M in Q4 2019.
  • 551 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.