SPLG — SPDR SER TR

Ownership history in Clarus Group, Inc.  ·  8 quarters on record

This page tracks every 13F SEC filing in which Clarus Group, Inc. reported a position in SPDR SER TR (SPLG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
10.97% (2024 Q3)
Avg. % of fund
7.49%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 284,081 -7,342 -2.5% 8.21% $22.8M $80.02
2025 Q3 ADDED 291,423 +8,838 +3.1% 7.94% $22.8M $77.92
2025 Q2 REDUCED 282,585 -3,600 -1.3% 7.54% $20.5M $72.08
2025 Q1 REDUCED 286,185 -3,972 -1.4% 7.31% $18.8M $65.01
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPLG price (monthly, adj. close)

Other funds also holding SPLG

As of 2025 Q4 — sorted by position size

Revere Asset Management, Inc 44.53% Brown Financial Advisory 3Y 42.82% Sterling Group Wealth Management, LLC 3Y 40.0% 1900 WEALTH MANAGEMENT LLC 3Y 30.62% Bauman Advisory Group, LLC 28.82% Private Wealth Group, LLC 3Y 7Y 28.59% Macco Financial Group, Inc. 28.26% USS Investment Management Ltd 3Y 7Y 24.76% Stadion Money Management, LLC 3Y 7Y 24.67% Peterson Wealth Advisors, LLC 3Y 7Y 24.57%
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