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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 $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clarus Wealth Advisors's SPYG Position: Q1 2023 in Review

Clarus Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2023, closing a stake of 63,088 shares — an estimated $3.22M sold.

Clarus Wealth Advisors first reported a position in SPYG in Q1 2019 and held it in 16 quarters. The position peaked at $15.8M in Q2 2021. 759 funds tracked by Wall St. Rank hold SPYG as of Q1 2023.

  • Clarus Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Clarus Wealth Advisors sold 63,088 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2023, an estimated $3.22M.
  • Clarus Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2019 and held it in 16 quarters.
  • Clarus Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $15.8M in Q2 2021.
  • 759 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2023.

Based on Clarus Wealth Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.