Clarus Wealth Advisors Utilities Sector Spdr Transaction History

Clarus Wealth Advisors

  • $214 Million
  • Q2 2025

A detailed history of Clarus Wealth Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Clarus Wealth Advisors holds 20,937 shares of XLU stock, worth $1.77 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
20,937
Holding current value
$1.77 Million
% of portfolio
0.8%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,587
Shares Held
148M
Call Options Held
13.2M
Put Options Held
37.8M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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