CWA
SPYM

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

Clarus Wealth Advisors’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.2M Sell
116,667
-710
-0.6% -$60.6K 3.94% 5
2026
Q1 		$9.11M Sell
117,377
-571
-0.5% -$45.7K 3.88% 4
2025
Q4 		$9.63M Sell
117,948
-554
-0.5% -$44.1K 3.99% 4
2025
Q3 		$9.33M Buy
118,502
+402
+0.3% +$30.3K 4.13% 4
2025
Q2 		$8.62M Buy
118,100
+1,674
+1% +$113K 3.99% 5
2025
Q1 		$7.44M Buy
116,426
+15,397
+15% +$1.06M 3.98% 9
2024
Q4 		$6.91M Buy
101,029
+3,574
+4% +$248K 3.44% 6
2024
Q3 		$6.51M Buy
97,455
+327
+0.3% +$21.3K 3.31% 5
2024
Q2 		$6.41M Buy
97,128
+2,552
+3% +$157K 3.41% 6
2024
Q1 		$5.72M Sell
94,576
-3,318
-3% -$194K 3.24% 7
2023
Q4 		$5.49M Buy
+97,894
New +$5.13M 3.25% 7
2023
Q2 		$4.91M Buy
95,244
+6,152
+7% +$304K 2.98% 9
2023
Q1 		$4.29M Sell
89,092
-2,031
-2% -$95.3K 2.7% 10
2022
Q4 		$4.19M Sell
91,123
-4,259
-4% -$192K 2.74% 9
2022
Q3 		$4.04M Sell
95,382
-1,621
-2% -$75.7K 2.88% 12
2022
Q2 		$4.38M Buy
97,003
+1,662
+2% +$80.1K 3.09% 11
2022
Q1 		$4.93M Buy
95,341
+3,555
+4% +$186K 3.07% 12
2021
Q4 		$5.09M Buy
91,786
+915
+1% +$49.4K 2.93% 11
2021
Q3 		$4.63M Buy
90,871
+3,348
+4% +$174K 2.85% 9
2021
Q2 		$4.5M Buy
87,523
+12,757
+17% +$626K 2.82% 8
2021
Q1 		$3.62M Buy
74,766
+9,464
+14% +$429K 2.27% 12
2020
Q4 		$2.91M Sell
65,302
-2,688
-4% -$112K 1.93% 13
2020
Q3 		$2.67M Buy
67,990
+9,817
+17% +$382K 2.07% 10
2020
Q2 		$2.14M Sell
58,173
-6,091
-9% -$209K 1.81% 13
2020
Q1 		$1.87M Buy
64,264
+16,666
+35% +$598K 1.87% 9
2019
Q4 		$1.83M Buy
+47,598
New +$1.72M 1.21% 17

Other funds holding SPYM

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Clarus Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.6% in Q2 2026, selling an estimated $60.6K and leaving 116,667 shares worth $10.2M. The position accounts for 3.94% of the portfolio, ranked #5.

Clarus Wealth Advisors first reported a position in SPYM in Q4 2019 and has held it in 26 quarters since. 852 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Clarus Wealth Advisors held 116,667 shares of State Street SPDR Portfolio S&P 500 ETF worth $10.2M as of Q2 2026.
  • Clarus Wealth Advisors sold 710 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $60.6K.
  • State Street SPDR Portfolio S&P 500 ETF made up 3.94% of Clarus Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Clarus Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • 852 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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