Number of Shares
116,426.00
Current Holdings Value*
$7.44 Mil
% of Portfolio
3.98%
Total Estimate Gain
$2.97 Mil
% of Total Estimate Gain
48.51%

Clarus Wealth Advisors's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, Clarus Wealth Advisors held 116,426.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $7.44 Mil. This investment constitutes 3.98% of their stock portfolio, and Clarus Wealth Advisors now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2020Q3. And since then Clarus Wealth Advisors has made 13 purchases of SPLG, at an average price of $46.95, for a total of 130,343.00 shares. In addition, there have been 5 sales at an average price of $48.05 for 13,917.00 shares. Based on historical transaction data and SPLG's current price of $72.32, Clarus Wealth Advisors's estimated gain on his SPLG holdings is $2.97 Mil, reflecting a 48.51% gain to date.

Clarus Wealth Advisors SPLG ($72.32) Holding Chart

Clarus Wealth Advisors SPLG ($72.32) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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