Clarus Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History

Clarus Wealth Advisors

$196 Million
Q3 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 118,009 shares of SPDW stock, worth $4.05 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares

118,009

Previous 117,755 0.22%

Holding current value

$4.05 Million

Previous $4.13 Million 7.31%

% of portfolio

2.26%

Previous 2.27%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

956

Shares Held

487M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

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Clarus Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History