Clarus Wealth Advisors Financial Sector Spdr Transaction History

Clarus Wealth Advisors

$200 Million
Q4 2024

A detailed history of Clarus Wealth Advisors transactions in Financial Sector Spdr stock. As of the latest transaction made, Clarus Wealth Advisors holds 56,228 shares of XLF stock, worth $2.78 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

56,228

Previous 53,079 5.93%

Holding current value

$2.78 Million

Previous $2.41 Million 12.97%

% of portfolio

1.36%

Previous 1.23%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$44.89 - $51.34 $141,358 - $161,669	3,149 Added 5.93%	56,228 $2.72 Million
Q3 2024 Oct 08, 2024	SELL	$40.84 - $45.74 $30,711 - $34,396	-752 Reduced 1.4%	53,079 $2.41 Million
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	$30.29 - $36.31 $42,284 - $50,688	-1,396 Reduced 2.42%	56,391 $0
Q3 2022 Oct 11, 2022	SELL	$30.36 - $35.81 $33,001 - $38,925	-1,087 Reduced 1.85%	57,787 $1.78 Million
Q2 2022 Jul 13, 2022	BUY	$30.84 - $38.22 $63,807 - $79,077	2,069 Added 3.64%	58,874 $1.87 Million
Q1 2022 Apr 12, 2022	SELL	$35.66 - $41.42 $836,726 - $971,878	-23,464 Reduced 29.23%	56,805 $2.14 Million
Q4 2021 Jan 13, 2022	BUY	$37.54 - $40.62 $1.21 Million - $1.31 Million	32,128 Added 66.74%	80,269 $0
Q3 2021 Oct 06, 2021	BUY	$35.11 - $39.0 $474,827 - $527,436	13,524 Added 39.07%	48,141 $1.86 Million
Q2 2021 Jul 13, 2021	BUY	$34.47 - $38.47 $141,499 - $157,919	4,105 Added 13.45%	34,617 $1.28 Million
Q1 2021 Apr 12, 2021	SELL	$28.95 - $34.77 $55,294 - $66,410	-1,910 Reduced 5.89%	30,512 $0
Q4 2020 Jan 12, 2021	BUY	$23.61 - $29.48 $187,864 - $234,572	7,957 Added 32.52%	32,422 $0
Q3 2020 Oct 08, 2020	BUY	$22.68 - $25.49 $165,019 - $185,465	7,276 Added 42.33%	24,465 $0
Q2 2020 Jul 09, 2020	BUY	$19.55 - $26.74 $46,646 - $63,801	2,386 Added 16.12%	17,189 $0
Q1 2020 Apr 08, 2020	SELL	$17.66 - $31.17 $25,518 - $45,040	-1,445 Reduced 8.89%	14,803 $291,000
Q4 2019 Jan 10, 2020	SELL	$26.78 - $30.94 $114,457 - $132,237	-4,274 Reduced 20.83%	16,248 $502,000
Q3 2019 Oct 11, 2019	BUY	$27.86 - $28.52 $182,873 - $187,205	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

2,044

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Clarus Wealth Advisors Financial Sector Spdr Transaction History