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

Clarus Wealth Advisors’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.44M	Sell	61,551 -2,646	-4%	-$141K	1.33%	20
2026 Q1	$3.16M	Sell	64,197 -996	-2%	-$49.3K	1.35%	18
2025 Q4	$3.21M	Sell	65,193 -227	-0.3%	-$10.6K	1.33%	18
2025 Q3	$3.06M	Buy	65,420 +921	+1%	+$41.3K	1.36%	18
2025 Q2	$2.82M	Buy	64,499 +4,165	+7%	+$168K	1.3%	19
2025 Q1	$2.32M	Buy	60,334 +9,884	+20%	+$435K	1.24%	19
2024 Q4	$2.24M	Buy	50,450 +2,526	+5%	+$117K	1.11%	22
2024 Q3	$2.14M	Buy	47,924 +408	+0.9%	+$17.9K	1.09%	21
2024 Q2	$1.97M	Buy	47,516 +1,940	+4%	+$80.8K	1.05%	22
2024 Q1	$1.87M	Sell	45,576 -10,673	-19%	-$441K	1.06%	24
2023 Q4	$2.26M	Buy	+56,249	New	+$2.12M	1.34%	20
2023 Q2	$1.77M	Buy	46,064 +5,061	+12%	+$188K	1.07%	24
2023 Q1	$1.51M	Sell	41,003 -590	-1%	-$23K	0.95%	28
2022 Q4	$1.6M	Buy	41,593 +3,579	+9%	+$134K	1.05%	27
2022 Q3	$1.33M	Sell	38,014 -892	-2%	-$33.8K	0.95%	25
2022 Q2	$1.4M	Sell	38,906 -1,615	-4%	-$62.7K	0.99%	27
2022 Q1	$1.64M	Buy	40,521 +1,910	+5%	+$80.4K	1.02%	26
2021 Q4	$1.7M	Buy	38,611 +1,799	+5%	+$80K	0.98%	26
2021 Q3	$1.59M	Buy	+36,812	New	+$1.58M	0.98%	27
2021 Q2	–	Sell	-20,533	Closed	-$876K	–	130
2021 Q1	$876K	Sell	20,533 -1,236	-6%	-$50.4K	0.55%	38
2020 Q4	$831K	Buy	+21,769	New	+$697K	0.55%	38

Other funds holding SPSM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Clarus Wealth Advisors's SPSM Position: Q2 2026 in Review

Clarus Wealth Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.1% in Q2 2026, selling an estimated $141K and leaving 61,551 shares worth $3.44M. The position accounts for 1.33% of the portfolio, ranked #20.

Clarus Wealth Advisors first reported a position in SPSM in Q4 2020 and has held it in 21 quarters since. 306 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Clarus Wealth Advisors held 61,551 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.44M as of Q2 2026.
Clarus Wealth Advisors sold 2,646 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $141K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.33% of Clarus Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Clarus Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and has held it in 21 quarters since.
306 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.