Clarus Wealth Advisors SPY Holdings History
Clarus Wealth Advisors's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Clarus Wealth Advisors held 32,221.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $17.68 Mil. This investment constitutes 9.45% of their stock portfolio, and Clarus Wealth Advisors now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Clarus Wealth Advisors has made 19 purchases of SPY, at an average price of $412.44, for a total of 46,992.00 shares. In addition, there have been 7 sales at an average price of $376.48 for 14,771.00 shares. Based on historical transaction data and SPY's current price of $614.91, Clarus Wealth Advisors's estimated gain on his SPY holdings is $5.99 Mil, reflecting a 30.92% gain to date.
Clarus Wealth Advisors SPY ($614.91) Holding Chart
Clarus Wealth Advisors SPY ($614.91) 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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