Spdr S&p 500 Etf shares owned by Clarus Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Clarus Wealth Advisors
from 13F filings
Historical chart of Clarus Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Clarus Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 24k | 514.11 |
| 2023-12-31 | $11M | 23k | 476.50 |
| 2023-06-30 | $9.6M | 22k | 438.55 |
| 2023-03-31 | $8.4M | 21k | 409.19 |
| 2022-12-31 | $7.2M | 18k | 390.58 |
| 2022-09-30 | $8.2M | 23k | 360.02 |
| 2022-06-30 | $10M | 27k | 384.22 |
| 2022-03-31 | $12M | 28k | 439.92 |
| 2021-12-31 | $13M | 28k | 471.01 |
| 2021-09-30 | $8.4M | 20k | 433.11 |
| 2021-06-30 | $6.5M | 15k | 437.08 |
| 2021-03-31 | $5.0M | 12k | 411.44 |
| 2020-12-31 | $5.9M | 16k | 378.68 |
| 2020-09-30 | $4.1M | 12k | 334.94 |
| 2020-06-30 | $3.0M | 9.7k | 313.76 |
| 2020-03-31 | $1.7M | 6.8k | 248.17 |
| 2019-12-31 | $2.1M | 6.3k | 326.65 |
| 2019-09-30 | $2.0M | 6.8k | 296.79 |
| 2019-06-30 | $2.1M | 7.2k | 293.06 |
| 2019-03-31 | $2.3M | 8.3k | 282.54 |
| 2018-12-31 | $2.0M | 8.1k | 249.88 |
| 2018-09-30 | $550k | 1.9k | 290.70 |
| 2018-06-30 | $480k | 1.8k | 263.01 |
| 2018-03-31 | $480k | 1.8k | 263.01 |
| 2017-12-31 | $243k | 912 | 266.45 |