Clarus Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-63,088	Closed	-$3.22M	–	145
2022 Q4	$3.22M	Sell	63,088 -34,106	-35%	-$1.77M	2.11%	18
2022 Q3	$4.87M	Sell	97,194 -728	-0.7%	-$41K	3.47%	9
2022 Q2	$5.28M	Sell	97,922 -1,356	-1%	-$77.8K	3.72%	4
2022 Q1	$6.24M	Sell	99,278 -75,376	-43%	-$4.91M	3.88%	4
2021 Q4	$12.3M	Sell	174,654 -71,071	-29%	-$4.96M	7.07%	2
2021 Q3	$15.8M	Buy	245,725 +2,227	+0.9%	+$147K	9.71%	1
2021 Q2	$15.8M	Buy	243,498 +2,695	+1%	+$162K	9.89%	1
2021 Q1	$14.4M	Buy	240,803 +2,637	+1%	+$148K	8.99%	1
2020 Q4	$13.2M	Sell	238,166 -852	-0.4%	-$44.8K	8.77%	1
2020 Q3	$11.9M	Sell	239,018 -68,973	-22%	-$3.38M	9.22%	1
2020 Q2	$14.2M	Sell	307,991 -72,370	-19%	-$3.01M	11.96%	1
2020 Q1	$13.1M	Buy	380,361 +93,369	+33%	+$3.82M	13.09%	1
2019 Q4	$12.4M	Buy	286,992 +36,836	+15%	+$1.48M	8.16%	1
2019 Q3	$9.73M	Sell	250,156 -3,487	-1%	-$136K	7.11%	1
2019 Q2	$9.82M	Sell	253,643 -48,957	-16%	-$1.86M	7.1%	1
2019 Q1	$11.3M	Buy	+302,600	New	+$10.7M	8.42%	1

Other funds holding SPYG

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return