Clarus Wealth Advisors Utilities Sector Spdr Transaction History

Clarus Wealth Advisors

$222 Million
Q3 2025

A detailed history of Clarus Wealth Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Clarus Wealth Advisors holds 20,769 shares of XLU stock, worth $1.91 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

20,769

Previous 20,937 0.8%

Holding current value

$1.91 Million

Previous $1.71 Million 5.97%

% of portfolio

0.81%

Previous 0.8%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	SELL	$81.14 - $87.32 $13,631 - $14,669	-168 Reduced 0.8%	20,769 $1.81 Million
Q2 2025 Jul 09, 2025	BUY	$73.09 - $82.77 $1.53 Million - $1.73 Million	20,937 New	20,937 $1.71 Million
Q1 2020 Apr 08, 2020	SELL	$44.93 - $70.98 $149,706 - $236,505	-3,332 Closed	0 $0
Q4 2019 Jan 10, 2020	SELL	$61.37 - $64.82 $58,608 - $61,903	-955 Reduced 22.28%	3,332 $214,000
Q3 2019 Oct 11, 2019	BUY	$62.5 - $64.93 $9,687 - $10,064	155 Added 3.75%	4,287 $278,000
Q2 2019 Jul 24, 2019	BUY	N/A	4,132 New	4,132 $246,000
Q1 2019 Apr 04, 2019	SELL	N/A	-434 Closed	0 $0
Q4 2018 Feb 05, 2019	BUY	N/A	3 Added 0.7%	434 $23,000
Q4 2018 Jan 08, 2019	BUY	N/A	431 New	431 $23,000
Q4 2018 Jan 07, 2019	SELL	N/A	-431 Closed	0 $0
Q3 2018 Oct 03, 2018	BUY	N/A	7 Added 1.65%	431 $23,000
Q2 2018 Jul 05, 2018	BUY	N/A	424 New	424 $21,000

Others Institutions Holding XLU

# of Institutions

1,645

Shares Held

154M

Call Options Held

15.4M

Put Options Held

35.9M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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Clarus Wealth Advisors Utilities Sector Spdr Transaction History