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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.91M	Sell	80,042 -3,839	-5%	-$230K	1.89%	15
2026 Q1	$4.76M	Sell	83,881 -2,419	-3%	-$140K	2.03%	13
2025 Q4	$5.01M	Buy	86,300 +335	+0.4%	+$18.8K	2.08%	13
2025 Q3	$4.79M	Sell	85,965 -2,285	-3%	-$123K	2.12%	13
2025 Q2	$4.67M	Buy	88,250 +1,743	+2%	+$87.1K	2.16%	13
2025 Q1	$4.19M	Buy	86,507 +5,173	+6%	+$268K	2.24%	12
2024 Q4	$4.13M	Sell	81,334 -4,985	-6%	-$265K	2.06%	12
2024 Q3	$4.52M	Sell	86,319 -1,583	-2%	-$80.6K	2.3%	11
2024 Q2	$4.32M	Sell	87,902 -1,991	-2%	-$97.3K	2.29%	11
2024 Q1	$4.38M	Buy	89,893 +786	+0.9%	+$37.5K	2.48%	11
2023 Q4	$4.1M	Buy	+89,107	New	+$3.84M	2.43%	10
2023 Q2	$2.1M	Buy	48,931 +1,775	+4%	+$73.3K	1.27%	20
2023 Q1	$1.91M	Sell	47,156 -87,403	-65%	-$3.54M	1.2%	23
2022 Q4	$5.43M	Sell	134,559 -3,947	-3%	-$151K	3.56%	5
2022 Q3	$4.85M	Buy	138,506 +3,495	+3%	+$133K	3.46%	10
2022 Q2	$5M	Sell	135,011 -2,585	-2%	-$102K	3.52%	8
2022 Q1	$5.74M	Buy	137,596 +2,640	+2%	+$109K	3.57%	8
2021 Q4	$5.75M	Buy	134,956 +40,048	+42%	+$1.63M	3.31%	7
2021 Q3	$3.76M	Buy	94,908 +1,683	+2%	+$67.2K	2.31%	13
2021 Q2	$3.73M	Sell	93,225 -1,090	-1%	-$43.1K	2.33%	11
2021 Q1	$3.64M	Buy	+94,315	New	+$3.41M	2.28%	11
2020 Q1	–	Sell	-216,254	Closed	-$7.56M	–	147
2019 Q4	$7.56M	Buy	216,254 +55,684	+35%	+$1.86M	4.99%	3
2019 Q3	$5.13M	Sell	160,570 -2,954	-2%	-$93K	3.75%	8
2019 Q2	$5.12M	Sell	163,524 -27,784	-15%	-$855K	3.7%	5
2019 Q1	$5.79M	Buy	+191,308	New	+$5.64M	4.33%	3

Other funds holding SPYV

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

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

Clarus Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.6% in Q2 2026, selling an estimated $230K and leaving 80,042 shares worth $4.91M. The position accounts for 1.89% of the portfolio, ranked #15.

Clarus Wealth Advisors first reported a position in SPYV in Q1 2019 and has held it in 25 quarters since. The position peaked at $7.56M in Q4 2019. 617 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Clarus Wealth Advisors held 80,042 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $4.91M as of Q2 2026.
Clarus Wealth Advisors sold 3,839 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $230K.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.89% of Clarus Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Clarus Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2019 and has held it in 25 quarters since.
Clarus Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $7.56M in Q4 2019.
617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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