Clarus Wealth Advisors Spdr Portfolio S&P 500 Value E Transaction History
Clarus Wealth Advisors
- $222 Million
- Q3 2025
A detailed history of Clarus Wealth Advisors transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Clarus Wealth Advisors holds 85,965 shares of SPYV stock, worth $4.83 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
85,965
Previous 88,250
2.59%
Holding current value
$4.83 Million
Previous $4.62 Million
2.97%
% of portfolio
2.14%
Previous 2.16%
Shares
23 transactions
Others Institutions Holding SPYV
# of Institutions
1,181Shares Held
475MCall Options Held
127KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.7MShares$4.59 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC46.4MShares$2.61 Billion0.8% of portfolio
-
Goldman Sachs Group Inc New York, NY22.2MShares$1.25 Billion0.16% of portfolio
-
Allworth Financial LP19.3MShares$1.08 Billion4.86% of portfolio
-
Morgan Stanley New York, NY8.97MShares$504 Million0.03% of portfolio