Clarus Wealth Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.33M | Buy |
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|
2025
Q2 | $8.62M | Buy |
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|
2025
Q1 | $7.44M | Buy |
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|
2024
Q4 | $6.91M | Buy |
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|
2024
Q3 | $6.51M | Buy |
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|
2024
Q2 | $6.41M | Buy |
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|
2024
Q1 | $5.72M | Sell |
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|
2023
Q4 | $5.49M | Buy |
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|
2023
Q2 | $4.91M | Buy |
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|
2023
Q1 | $4.29M | Sell |
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|
2022
Q4 | $4.19M | Sell |
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|
2022
Q3 | $4.04M | Sell |
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|
2022
Q2 | $4.38M | Buy |
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|
2022
Q1 | $4.93M | Buy |
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|
2021
Q4 | $5.09M | Buy |
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|
2021
Q3 | $4.63M | Buy |
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|
2021
Q2 | $4.5M | Buy |
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|
2021
Q1 | $3.62M | Buy |
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|
2020
Q4 | $2.91M | Sell |
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|
2020
Q3 | $2.67M | Buy |
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|
2020
Q2 | $2.14M | Sell |
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|
2020
Q1 | $1.87M | Buy |
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|
2019
Q4 | $1.83M | Buy |
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