Ownership history in Clarus Wealth Advisors · 23 quarters on record
This page tracks every 13F SEC filing in which Clarus Wealth Advisors 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 117,948 | -554 | -0.5% | 3.99% | $9.6M | $80.02 |
| 2025 Q3 | ADDED | 118,502 | +402 | +0.3% | 4.13% | $9.3M | $77.92 |
| 2025 Q2 | ADDED | 118,100 | +1,674 | +1.4% | 3.99% | $8.6M | $72.08 |
| 2025 Q1 | ADDED | 116,426 | +15,397 | +15.2% | 3.98% | $7.4M | $65.01 |
| 2024 Q4 | ADDED | 101,029 | +3,574 | +3.7% | 3.44% | $6.9M | $67.93 |
| 2024 Q3 | ADDED | 97,455 | +327 | +0.3% | 3.31% | $6.5M | $66.30 |
| 2024 Q2 | ADDED | 97,128 | +2,552 | +2.7% | 3.41% | $6.4M | $62.65 |
| 2024 Q1 | REDUCED | 94,576 | -3,318 | -3.4% | 3.24% | $5.7M | $60.02 |
| 2023 Q4 | ADDED | 97,894 | +2,650 | +2.8% | 3.25% | $5.5M | $54.35 |
| 2023 Q2 | ADDED | 95,244 | +6,152 | +6.9% | 2.98% | $4.9M | $50.27 |
As of 2025 Q4 — sorted by position size