Ownership history in Clarus Wealth Advisors · 19 quarters on record
This page tracks every 13F SEC filing in which Clarus Wealth Advisors reported a position in SPDR SER TR (SPSM). 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 | 65,193 | -227 | -0.3% | 1.33% | $3.2M | $46.86 |
| 2025 Q3 | ADDED | 65,420 | +921 | +1.4% | 1.36% | $3.1M | $46.09 |
| 2025 Q2 | ADDED | 64,499 | +4,165 | +6.9% | 1.30% | $2.8M | $42.22 |
| 2025 Q1 | ADDED | 60,334 | +9,884 | +19.6% | 1.24% | $2.3M | $40.22 |
| 2024 Q4 | ADDED | 50,450 | +2,526 | +5.3% | 1.11% | $2.2M | $44.16 |
| 2024 Q3 | ADDED | 47,924 | +408 | +0.9% | 1.09% | $2.1M | $44.46 |
| 2024 Q2 | ADDED | 47,516 | +1,940 | +4.3% | 1.05% | $2.0M | $40.40 |
| 2024 Q1 | REDUCED | 45,576 | -10,673 | -19.0% | 1.06% | $1.9M | $41.66 |
| 2023 Q4 | ADDED | 56,249 | +10,185 | +22.1% | 1.34% | $2.3M | $40.68 |
| 2023 Q2 | ADDED | 46,064 | +5,061 | +12.3% | 1.07% | $1.8M | $37.13 |
As of 2025 Q4 — sorted by position size