A detailed history of Clarus Wealth Advisors transactions in Energy Sector Spdr stock. As of the latest transaction made, Clarus Wealth Advisors holds 16,276 shares of XLE stock, worth $1.46 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
16,276
Previous 15,929 2.18%
Holding current value
$1.46 Million
Previous $1.34 Million 15.06%
% of portfolio
0.86%
Previous 0.79%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024

BUY
$79.91 - $94.41 $27,728 - $32,760
347 Added 2.18%
16,276 $1.54 Million
Q4 2023

Jan 22, 2024

SELL
$81.2 - $91.96 $391,871 - $443,798
-4,826 Reduced 23.25%
15,929 $1.34 Million
Q2 2023

Jul 10, 2023

SELL
$76.59 - $87.23 $295,867 - $336,969
-3,863 Reduced 15.69%
20,755 $1.68 Million
Q1 2023

Apr 10, 2023

BUY
$76.97 - $93.11 $13,546 - $16,387
176 Added 0.72%
24,618 $2.04 Million
Q4 2022

Jan 12, 2023

SELL
$82.68 - $94.08 $164,533 - $187,219
-1,990 Reduced 7.53%
24,442 $0
Q3 2022

Oct 11, 2022

SELL
N/A
-11,724 Reduced 30.73%
26,432 $2.12 Million
Q2 2022

Jul 13, 2022

BUY
N/A
1,199 Added 3.24%
38,156 $2.68 Million
Q1 2022

Apr 12, 2022

BUY
N/A
6,801 Added 22.55%
36,957 $2.85 Million
Q4 2021

Jan 13, 2022

BUY
N/A
5,003 Added 19.89%
30,156 $0
Q3 2021

Oct 06, 2021

SELL
N/A
-16,147 Reduced 39.1%
25,153 $1.38 Million
Q2 2021

Jul 13, 2021

BUY
N/A
1,251 Added 3.12%
41,300 $2.18 Million
Q1 2021

Apr 12, 2021

BUY
N/A
4,926 Added 14.02%
40,049 $0
Q4 2020

Jan 12, 2021

BUY
N/A
9,381 Added 36.44%
35,123 $0
Q3 2020

Oct 08, 2020

BUY
N/A
6,861 Added 36.34%
25,742 $0
Q2 2020

Jul 09, 2020

SELL
N/A
-2,385 Reduced 11.22%
18,881 $0
Q1 2020

Apr 08, 2020

BUY
N/A
16,646 Added 360.3%
21,266 $634,000
Q3 2019

Oct 11, 2019

SELL
N/A
-210 Reduced 4.35%
4,620 $273,000
Q2 2019

Jul 24, 2019

SELL
N/A
-6,099 Reduced 55.81%
4,830 $308,000
Q1 2019

Apr 04, 2019

BUY
N/A
10,521 Added 2578.68%
10,929 $723,000
Q4 2018

Feb 05, 2019

BUY
N/A
4 Added 0.99%
408 $23,000
Q4 2018

Jan 08, 2019

BUY
N/A
404 New
404 $31,000
Q4 2018

Jan 07, 2019

SELL
N/A
-404 Closed
0 $0
Q3 2018

Oct 03, 2018

SELL
N/A
-633 Reduced 61.04%
404 $31,000
Q2 2018

Jul 05, 2018

BUY
N/A
1,037 New
1,037 $70,000
Q1 2018

May 11, 2018

SELL
N/A
-16,969 Closed
0 $0
Q4 2017

Feb 05, 2018

BUY
N/A
16,969
16,969 $1.23 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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