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 SERIES TRUST (SPYV). 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 | ADDED | 86,300 | +335 | +0.4% | 2.08% | $5.0M | $56.81 |
| 2025 Q3 | REDUCED | 85,965 | -2,285 | -2.6% | 2.12% | $4.8M | $55.03 |
| 2025 Q2 | ADDED | 88,250 | +1,743 | +2.0% | 2.16% | $4.7M | $51.81 |
| 2025 Q1 | ADDED | 86,507 | +5,173 | +6.4% | 2.24% | $4.2M | $50.30 |
| 2024 Q4 | REDUCED | 81,334 | -4,985 | -5.8% | 2.06% | $4.1M | $50.19 |
| 2024 Q3 | REDUCED | 86,319 | -1,583 | -1.8% | 2.30% | $4.5M | $51.53 |
| 2024 Q2 | REDUCED | 87,902 | -1,991 | -2.2% | 2.29% | $4.3M | $47.27 |
| 2024 Q1 | ADDED | 89,893 | +786 | +0.9% | 2.48% | $4.4M | $48.30 |
| 2023 Q4 | ADDED | 89,107 | +40,176 | +82.1% | 2.43% | $4.1M | $44.72 |
| 2023 Q2 | ADDED | 48,931 | +1,775 | +3.8% | 1.27% | $2.1M | $41.03 |
As of 2025 Q4 — sorted by position size