Clarity Wealth Advisors, LLC Financial Sector Spdr Transaction History

Clarity Wealth Advisors, LLC

$363 Million
Q4 2024

A detailed history of Clarity Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Clarity Wealth Advisors, LLC holds 31,964 shares of XLF stock, worth $1.57 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

31,964

Previous 36,008 11.23%

Holding current value

$1.57 Million

Previous $1.63 Million 5.33%

% of portfolio

0.43%

Previous 0.48%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$44.89 - $51.34 $181,535 - $207,618	-4,044 Reduced 11.23%	31,964 $1.54 Million
Q3 2024 Oct 18, 2024	SELL	$40.84 - $45.74 $116,271 - $130,221	-2,847 Reduced 7.33%	36,008 $1.63 Million
Q2 2024 Jul 17, 2024	SELL	$39.59 - $42.49 $196,168 - $210,537	-4,955 Reduced 11.31%	38,855 $1.6 Million
Q1 2024 Apr 17, 2024	SELL	$37.27 - $42.12 $129,475 - $146,324	-3,474 Reduced 7.35%	43,810 $1.85 Million
Q4 2023 Jan 10, 2024	SELL	$31.45 - $37.72 $41,797 - $50,129	-1,329 Reduced 2.73%	47,284 $1.78 Million
Q3 2023 Nov 06, 2023	BUY	$33.17 - $35.6 $21,228 - $22,784	640 Added 1.33%	48,613 $1.61 Million
Q2 2023 Jul 28, 2023	BUY	$31.55 - $33.71 $19,308 - $20,630	612 Added 1.29%	47,973 $1.62 Million
Q1 2023 May 10, 2023	BUY	$30.98 - $37.0 $21,871 - $26,122	706 Added 1.51%	47,361 $1.52 Million
Q4 2022 Feb 06, 2023	SELL	$30.29 - $36.31 $6,845 - $8,206	-226 Reduced 0.48%	46,655 $1.6 Million
Q3 2022 Nov 01, 2022	BUY	$30.36 - $35.81 $48,818 - $57,582	1,608 Added 3.55%	46,881 $1.42 Million
Q2 2022 Jul 19, 2022	SELL	$30.84 - $38.22 $61 - $76	-2 Reduced -0.0%	45,273 $1.42 Million
Q1 2022 May 02, 2022	BUY	$35.66 - $41.42 $6,846 - $7,952	192 Added 0.43%	45,275 $1.73 Million
Q4 2021 Jan 25, 2022	BUY	$37.54 - $40.62 $21,510 - $23,275	573 Added 1.29%	45,083 $1.76 Million
Q3 2021 Oct 20, 2021	BUY	$35.11 - $39.0 $28,895 - $32,097	823 Added 1.88%	44,510 $1.67 Million
Q2 2021 Aug 12, 2021	BUY	$34.47 - $38.47 $23,818 - $26,582	691 Added 1.61%	43,687 $1.6 Million
Q1 2021 Apr 28, 2021	BUY	$28.95 - $34.77 $46,841 - $56,257	1,618 Added 3.91%	42,996 $1.46 Million
Q4 2020 Feb 04, 2021	BUY	$23.61 - $29.48 $51,800 - $64,679	2,194 Added 5.6%	41,378 $1.22 Million
Q3 2020 Oct 13, 2020	SELL	$22.68 - $25.49 $14,061 - $15,803	-620 Reduced 1.56%	39,184 $943,000
Q2 2020 Aug 04, 2020	BUY	$19.55 - $26.74 $247,894 - $339,063	12,680 Added 46.75%	39,804 $921,000
Q1 2020 Apr 29, 2020	BUY	$17.66 - $31.17 $34,366 - $60,656	1,946 Added 7.73%	27,124 $564,000
Q4 2019 Feb 10, 2020	BUY	$26.78 - $30.94 $674,266 - $779,007	25,178 New	25,178 $775,000

Others Institutions Holding XLF

# of Institutions

2,042

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clarity Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clarity Wealth Advisors, LLC with notifications on news.

Account

Clarity Wealth Advisors, LLC Financial Sector Spdr Transaction History