Clarus Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History

Clarus Wealth Advisors

$200 Million
Q4 2024

A detailed history of Clarus Wealth Advisors transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Clarus Wealth Advisors holds 113,819 shares of SPDW stock, worth $4.29 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares

113,819

Previous 118,009 3.55%

Holding current value

$4.29 Million

Previous $4.43 Million 12.36%

% of portfolio

1.94%

Previous 2.26%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$34.13 - $37.35 $143,004 - $156,496	-4,190 Reduced 3.55%	113,819 $3.88 Million
Q3 2024 Oct 08, 2024	BUY	$33.74 - $37.96 $8,569 - $9,641	254 Added 0.22%	118,009 $4.43 Million
Q2 2024 Jul 11, 2024	SELL	$34.2 - $36.64 $61,833 - $66,245	-1,808 Reduced 1.51%	117,755 $4.13 Million
Q1 2024 Apr 11, 2024	BUY	$32.85 - $35.9 $22,502 - $24,591	685 Added 0.58%	119,563 $4.29 Million
Q4 2023 Jan 22, 2024	BUY	$29.46 - $34.07 $1.7 Million - $1.97 Million	57,769 Added 94.53%	118,878 $4.04 Million
Q2 2023 Jul 10, 2023	BUY	$31.7 - $33.66 $66,570 - $70,686	2,100 Added 3.56%	61,109 $1.99 Million
Q1 2023 Apr 10, 2023	BUY	$29.83 - $32.71 $1.76 Million - $1.93 Million	59,009 New	59,009 $1.9 Million
Q1 2020 Apr 08, 2020	SELL	$20.71 - $31.78 $2.38 Million - $3.65 Million	-114,730 Closed	0 $0
Q4 2019 Jan 10, 2020	BUY	$28.52 - $31.66 $3.27 Million - $3.63 Million	114,730 New	114,730 $3.61 Million
Q3 2019 Oct 11, 2019	SELL	$29.1 - $29.66 $9,864 - $10,054	-339 Closed	0 $0
Q2 2019 Jul 24, 2019	SELL	N/A	-127,684 Reduced 99.74%	339 $10,000
Q1 2019 Apr 04, 2019	BUY	N/A	128,023 New	128,023 $3.74 Million

Others Institutions Holding SPDW

# of Institutions

1,041

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clarus Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Clarus Wealth Advisors with notifications on news.

Account

Clarus Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History