Clarus Wealth Advisors Spdr Portfolio S&P 600 Small C Transaction History
Clarus Wealth Advisors
- $222 Million
- Q3 2025
A detailed history of Clarus Wealth Advisors transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Clarus Wealth Advisors holds 65,420 shares of SPSM stock, worth $3 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
65,420
              Previous 64,499
              
        
           1.43%
        
      
          
        Holding current value
$3 Million
            Previous $2.75 Million
            
        
           10.3%
        
      
          
        % of portfolio
1.36%
            Previous 1.28%
          
        Shares
	  19 transactions
	
  Others Institutions Holding SPSM
# of Institutions
982Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K- 
    
      Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.09 Billion2.03% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC23.4MShares$1.07 Billion0.35% of portfolio
- 
    
      Betterment LLC New York, NY17.6MShares$809 Million1.6% of portfolio
- 
    
      Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$282 Million0.05% of portfolio
- 
    
      Valmark Advisers, Inc.5.32MShares$244 Million3.24% of portfolio