Clarus Wealth Advisors Spdr Portfolio S&P 600 Small C Transaction History

Clarus Wealth Advisors

$192 Million
Q1 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 60,334 shares of SPSM stock, worth $2.35 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

60,334

Previous 50,450 19.59%

Holding current value

$2.35 Million

Previous $2.27 Million 8.08%

% of portfolio

1.28%

Previous 1.13%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$40.03 - $46.81 $395,656 - $462,670	9,884 Added 19.59%	60,334 $2.45 Million
Q4 2024 Jan 14, 2025	BUY	$44.33 - $49.55 $111,977 - $125,163	2,526 Added 5.27%	50,450 $2.27 Million
Q3 2024 Oct 08, 2024	BUY	$41.02 - $46.01 $16,736 - $18,772	408 Added 0.86%	47,924 $2.18 Million
Q2 2024 Jul 11, 2024	BUY	$39.75 - $43.15 $77,115 - $83,711	1,940 Added 4.26%	47,516 $1.97 Million
Q1 2024 Apr 11, 2024	SELL	$39.85 - $43.04 $425,319 - $459,365	-10,673 Reduced 18.97%	45,576 $1.96 Million
Q4 2023 Jan 22, 2024	BUY	$34.3 - $42.83 $349,345 - $436,223	10,185 Added 22.11%	56,249 $2.37 Million
Q2 2023 Jul 10, 2023	BUY	$35.57 - $38.94 $180,019 - $197,075	5,061 Added 12.34%	46,064 $1.79 Million
Q1 2023 Apr 10, 2023	SELL	$36.04 - $42.08 $21,263 - $24,827	-590 Reduced 1.42%	41,003 $1.55 Million
Q4 2022 Jan 12, 2023	BUY	$34.79 - $39.85 $124,513 - $142,623	3,579 Added 9.41%	41,593 $0
Q3 2022 Oct 11, 2022	SELL	$33.99 - $41.52 $30,319 - $37,035	-892 Reduced 2.29%	38,014 $1.33 Million
Q2 2022 Jul 13, 2022	SELL	$34.83 - $42.53 $56,250 - $68,685	-1,615 Reduced 3.99%	38,906 $1.4 Million
Q1 2022 Apr 12, 2022	BUY	$39.91 - $45.5 $76,228 - $86,905	1,910 Added 4.95%	40,521 $1.64 Million
Q4 2021 Jan 13, 2022	BUY	$42.23 - $46.94 $75,971 - $84,445	1,799 Added 4.89%	38,611 $0
Q3 2021 Oct 06, 2021	BUY	$40.71 - $44.23 $1.5 Million - $1.63 Million	36,812 New	36,812 $1.6 Million
Q2 2021 Jul 13, 2021	SELL	$41.43 - $45.3 $850,682 - $930,144	-20,533 Closed	0 $0
Q1 2021 Apr 12, 2021	SELL	$35.43 - $44.75 $43,791 - $55,311	-1,236 Reduced 5.68%	20,533 $0
Q4 2020 Jan 12, 2021	BUY	$27.77 - $35.98 $604,525 - $783,248	21,769 New	21,769 $0

Others Institutions Holding SPSM

# of Institutions

965

Shares Held

214M

Call Options Held

94.2K

Put Options Held

14.4K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Clarus Wealth Advisors Spdr Portfolio S&P 600 Small C Transaction History