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 $4.71 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
85,965
Previous 88,250
2.59%
Holding current value
$4.71 Million
Previous $4.62 Million
2.97%
% of portfolio
2.14%
Previous 2.16%
Shares
23 transactions
Others Institutions Holding SPYV
# of Institutions
1,156Shares Held
443MCall Options Held
372KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.45 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.48 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$912 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$537 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.51MShares$467 Million6.19% of portfolio