Clarus Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $23.5M | Sell |
31,542
-557
| -2% | -$404K | 9.06% | 1 |
|
|
2026
Q1 | $21.2M | Sell |
32,099
-436
| -1% | -$296K | 9.02% | 1 |
|
|
2025
Q4 | $22.6M | Sell |
32,535
-571
| -2% | -$386K | 9.36% | 1 |
|
|
2025
Q3 | $22.2M | Buy |
33,106
+238
| +0.7% | +$153K | 9.8% | 1 |
|
|
2025
Q2 | $20.4M | Buy |
32,868
+647
| +2% | +$370K | 9.43% | 1 |
|
|
2025
Q1 | $17.7M | Buy |
32,221
+4,441
| +16% | +$2.61M | 9.45% | 1 |
|
|
2024
Q4 | $16.2M | Buy |
27,780
+1,898
| +7% | +$1.12M | 8.04% | 1 |
|
|
2024
Q3 | $14.7M | Buy |
25,882
+632
| +3% | +$349K | 7.49% | 1 |
|
|
2024
Q2 | $14.2M | Buy |
25,250
+1,530
| +6% | +$801K | 7.53% | 2 |
|
|
2024
Q1 | $12.2M | Buy |
23,720
+913
| +4% | +$455K | 6.91% | 1 |
|
|
2023
Q4 | $10.9M | Buy |
+22,807
| New | +$10.2M | 6.43% | 2 |
|
|
2023
Q2 | $9.59M | Buy |
21,861
+1,316
| +6% | +$552K | 5.82% | 2 |
|
|
2023
Q1 | $8.41M | Buy |
20,545
+2,189
| +12% | +$873K | 5.29% | 2 |
|
|
2022
Q4 | $7.17M | Sell |
18,356
-4,504
| -20% | -$1.73M | 4.7% | 2 |
|
|
2022
Q3 | $8.23M | Sell |
22,860
-4,096
| -15% | -$1.63M | 5.87% | 1 |
|
|
2022
Q2 | $10.4M | Sell |
26,956
-890
| -3% | -$365K | 7.29% | 1 |
|
|
2022
Q1 | $12.3M | Buy |
27,846
+10
| +0% | +$4.45K | 7.62% | 1 |
|
|
2021
Q4 | $13.1M | Buy |
27,836
+8,372
| +43% | +$3.84M | 7.54% | 1 |
|
|
2021
Q3 | $8.43M | Buy |
19,464
+4,652
| +31% | +$2.05M | 5.19% | 4 |
|
|
2021
Q2 | $6.47M | Buy |
14,812
+2,628
| +22% | +$1.1M | 4.05% | 5 |
|
|
2021
Q1 | $5.01M | Sell |
12,184
-3,304
| -21% | -$1.27M | 3.14% | 6 |
|
|
2020
Q4 | $5.87M | Buy |
15,488
+3,250
| +27% | +$1.15M | 3.9% | 5 |
|
|
2020
Q3 | $4.1M | Buy |
12,238
+2,581
| +27% | +$855K | 3.18% | 7 |
|
|
2020
Q2 | $3.03M | Buy |
9,657
+2,843
| +42% | +$832K | 2.55% | 5 |
|
|
2020
Q1 | $1.69M | Buy |
6,814
+477
| +8% | +$146K | 1.69% | 10 |
|
|
2019
Q4 | $2.07M | Sell |
6,337
-449
| -7% | -$138K | 1.37% | 13 |
|
|
2019
Q3 | $2.01M | Sell |
6,786
-407
| -6% | -$120K | 1.47% | 14 |
|
|
2019
Q2 | $2.11M | Sell |
7,193
-1,121
| -13% | -$323K | 1.52% | 14 |
|
|
2019
Q1 | $2.35M | Buy |
8,314
+226
| +3% | +$61.4K | 1.76% | 12 |
|
|
2018
Q4 | $2.02M | Buy |
8,088
+6,196
| +327% | +$1.67M | 3.18% | 3 |
|
|
2018
Q3 | $550K | Buy |
1,892
+67
| +4% | +$19.1K | 0.36% | 31 |
|
|
2018
Q2 | $480K | Hold |
1,825
| – | – | 0.36% | 29 |
|
|
2018
Q1 | $480K | Buy |
1,825
+913
| +100% | +$249K | 0.44% | 29 |
|
|
2017
Q4 | $243K | Buy |
+912
| New | +$237K | 0.23% | 76 |
|
Other funds holding SPY
PAI
TAM
CK
VFA
AIIMS
EIP
TWC
GF
Clarus Wealth Advisors's SPY Position: Q2 2026 in Review
Clarus Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.7% in Q2 2026, selling an estimated $404K and leaving 31,542 shares worth $23.5M. The position accounts for 9.06% of the portfolio, ranked #1.
Clarus Wealth Advisors first reported a position in SPY in Q4 2017 and has held it in 34 quarters since. 2,405 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Clarus Wealth Advisors held 31,542 shares of State Street SPDR S&P 500 ETF Trust worth $23.5M as of Q2 2026.
- Clarus Wealth Advisors sold 557 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $404K.
- State Street SPDR S&P 500 ETF Trust made up 9.06% of Clarus Wealth Advisors's portfolio in Q2 2026, its #1 holding.
- Clarus Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 34 quarters since.
- 2,405 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.