Ownership history in Clarus Wealth Advisors Β· 32 quarters on record
This page tracks every 13F SEC filing in which Clarus Wealth Advisors reported a position in SPDR S&P 500 ETF TR (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Clarus Wealth Advisors outperformed the S&P 500 by +0.0% annually on this SPY position. Timing score: 68% (19/28 decisions correct). Average cost basis: $402.41. Maximum drawdown during holding period: β23.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
30 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
19 of 28 add/trim decisions correct
Best entry: $224.15 (2018 Q4) Β· Worst: $662.41 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
23 adds Β· 7 trims. Bought during 4 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Clarus Wealth Advisors has been actively increasing its SPY allocation β a bullish signal from insiders.
Currently 9.36% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size