Clarus Wealth Advisors
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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
Q3 		$10.9M Buy
118,589
+1,922
+2% +$172K 3.96% 5
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 		$9.6M 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 		$2.68M 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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Clarus Wealth Advisors's SPYM Position: Q3 2026 in Review

Clarus Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.6% in Q3 2026, buying an estimated $172K and bringing the position to 118,589 shares worth $10.9M. The position accounts for 3.96% of the portfolio, ranked #5.

Clarus Wealth Advisors first reported a position in SPYM in Q4 2019 and has held it in 27 quarters since. 1,017 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Clarus Wealth Advisors held 118,589 shares of State Street SPDR Portfolio S&P 500 ETF worth $10.9M as of Q3 2026.
  • Clarus Wealth Advisors bought 1,922 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $172K.
  • State Street SPDR Portfolio S&P 500 ETF made up 3.96% of Clarus Wealth Advisors's portfolio in Q3 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 27 quarters since.
  • 1,017 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Clarus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.