Clarus Wealth Advisors Financial Sector Spdr Transaction History

Clarus Wealth Advisors

$182 Million
Q2 2024

A detailed history of Clarus Wealth Advisors transactions in Financial Sector Spdr stock. As of the latest transaction made, Clarus Wealth Advisors holds 53,831 shares of XLF stock, worth $2.3 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

53,831

Previous 54,539 1.3%

Holding current value

$2.3 Million

Previous $2.3 Million 3.7%

% of portfolio

1.22%

Previous 1.29%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 11, 2024	SELL	$39.59 - $42.49 $28,029 - $30,082	-708 Reduced 1.3%	53,831 $2.21 Million
Q1 2024 Apr 11, 2024	SELL	$37.27 - $42.12 $16,473 - $18,617	-442 Reduced 0.8%	54,539 $2.3 Million
Q4 2023 Jan 22, 2024	BUY	$31.45 - $37.72 $20,473 - $24,555	651 Added 1.2%	54,981 $2.07 Million
Q2 2023 Jul 10, 2023	SELL	$31.55 - $33.71 $249,276 - $266,342	-7,901 Reduced 12.7%	54,330 $1.83 Million
Q1 2023 Apr 10, 2023	BUY	$30.98 - $37.0 $180,923 - $216,080	5,840 Added 10.36%	62,231 $2 Million

Q4 2022 Jan 12, 2023	SELL	$33.4 - $36.31 $46,626 - $50,688	-1,396 Reduced 2.42%	56,391 $0
Q3 2022 Oct 11, 2022	SELL	N/A	-1,087 Reduced 1.85%	57,787 $1.78 Million
Q2 2022 Jul 13, 2022	BUY	N/A	2,069 Added 3.64%	58,874 $1.87 Million
Q1 2022 Apr 12, 2022	SELL	N/A	-23,464 Reduced 29.23%	56,805 $2.14 Million
Q4 2021 Jan 13, 2022	BUY	N/A	32,128 Added 66.74%	80,269 $0
Q3 2021 Oct 06, 2021	BUY	N/A	13,524 Added 39.07%	48,141 $1.86 Million
Q2 2021 Jul 13, 2021	BUY	N/A	4,105 Added 13.45%	34,617 $1.28 Million
Q1 2021 Apr 12, 2021	SELL	N/A	-1,910 Reduced 5.89%	30,512 $0
Q4 2020 Jan 12, 2021	BUY	N/A	7,957 Added 32.52%	32,422 $0
Q3 2020 Oct 08, 2020	BUY	N/A	7,276 Added 42.33%	24,465 $0
Q2 2020 Jul 09, 2020	BUY	N/A	2,386 Added 16.12%	17,189 $0
Q1 2020 Apr 08, 2020	SELL	N/A	-1,445 Reduced 8.89%	14,803 $291,000
Q4 2019 Jan 10, 2020	SELL	N/A	-4,274 Reduced 20.83%	16,248 $502,000
Q3 2019 Oct 11, 2019	BUY	N/A	6,564 Added 47.03%	20,522 $575,000
Q2 2019 Jul 24, 2019	BUY	N/A	257 Added 1.88%	13,958 $385,000
Q1 2019 Apr 04, 2019	SELL	N/A	-198 Reduced 1.42%	13,701 $352,000
Q4 2018 Feb 05, 2019	SELL	N/A	-814 Reduced 5.53%	13,899 $331,000
Q4 2018 Jan 08, 2019	BUY	N/A	814 Added 5.86%	14,713 $406,000
Q4 2018 Jan 07, 2019	SELL	N/A	-814 Reduced 5.53%	13,899 $331,000
Q3 2018 Oct 03, 2018	SELL	N/A	-640 Reduced 4.17%	14,713 $406,000
Q1 2018 May 11, 2018	SELL	N/A	-2,041 Reduced 11.73%	15,353 $423,000
Q4 2017 Feb 05, 2018	BUY	N/A	17,394	17,394 $485,000

Others Institutions Holding XLF

# of Institutions

1,733

Shares Held

702M

Call Options Held

167M

Put Options Held

296M

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 Clarus Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Clarus Wealth Advisors with notifications on news.

Account

Clarus Wealth Advisors Financial Sector Spdr Transaction History