Clarus Wealth Advisors Select Sector Spdr Fund Health Transaction History

Clarus Wealth Advisors

$192 Million
Q1 2025

A detailed history of Clarus Wealth Advisors transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Clarus Wealth Advisors holds 10,443 shares of XLV stock, worth $1.39 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

10,443

Previous 13,330 21.66%

Holding current value

$1.39 Million

Previous $1.83 Million 17.68%

% of portfolio

0.79%

Previous 0.92%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$137.61 - $149.68 $397,280 - $432,126	-2,887 Reduced 21.66%	10,443 $1.51 Million
Q4 2024 Jan 14, 2025	SELL	$136.28 - $154.74 $226,497 - $257,177	-1,662 Reduced 11.09%	13,330 $1.83 Million
Q3 2024 Oct 08, 2024	BUY	$143.3 - $157.24 $13,183 - $14,466	92 Added 0.62%	14,992 $2.31 Million
Q2 2024 Jul 11, 2024	BUY	$138.43 - $147.09 $39,037 - $41,479	282 Added 1.93%	14,900 $2.17 Million
Q1 2024 Apr 11, 2024	BUY	$138.48 - $147.86 $618,728 - $660,638	4,468 Added 44.02%	14,618 $2.16 Million
Q4 2023 Jan 22, 2024	BUY	$123.14 - $136.38 $37,680 - $41,732	306 Added 3.11%	10,150 $1.38 Million
Q2 2023 Jul 10, 2023	BUY	$126.74 - $135.66 $60,581 - $64,845	478 Added 5.1%	9,844 $1.31 Million
Q1 2023 Apr 10, 2023	SELL	$124.15 - $135.82 $1.72 Million - $1.88 Million	-13,817 Reduced 59.6%	9,366 $1.21 Million
Q4 2022 Jan 12, 2023	BUY	$121.85 - $140.1 $345,566 - $397,323	2,836 Added 13.94%	23,183 $0
Q3 2022 Oct 11, 2022	SELL	$121.11 - $134.29 $33,305 - $36,929	-275 Reduced 1.33%	20,347 $2.48 Million
Q2 2022 Jul 13, 2022	BUY	$119.89 - $142.83 $57,667 - $68,701	481 Added 2.39%	20,622 $2.69 Million
Q1 2022 Apr 12, 2022	BUY	$126.55 - $139.44 $344,595 - $379,695	2,723 Added 15.63%	20,141 $2.82 Million
Q4 2021 Jan 13, 2022	BUY	$125.34 - $141.49 $699,522 - $789,655	5,581 Added 47.15%	17,418 $0
Q3 2021 Oct 06, 2021	BUY	$127.07 - $136.85 $467,617 - $503,608	3,680 Added 45.11%	11,837 $1.49 Million
Q2 2021 Jul 13, 2021	BUY	$116.39 - $126.03 $108,475 - $117,459	932 Added 12.9%	8,157 $1.05 Million
Q1 2021 Apr 12, 2021	BUY	$110.8 - $118.5 $24,486 - $26,188	221 Added 3.16%	7,225 $0
Q4 2020 Jan 12, 2021	SELL	$101.66 - $113.44 $5,896 - $6,579	-58 Reduced 0.82%	7,004 $0
Q3 2020 Oct 08, 2020	BUY	$100.71 - $109.44 $129,009 - $140,192	1,281 Added 22.16%	7,062 $0
Q2 2020 Jul 09, 2020	BUY	$85.21 - $103.92 $42,775 - $52,167	502 Added 9.51%	5,781 $0
Q1 2020 Apr 08, 2020	BUY	$74.62 - $104.73 $17,983 - $25,239	241 Added 4.78%	5,279 $458,000
Q4 2019 Jan 10, 2020	SELL	$87.95 - $103.11 $106,243 - $124,556	-1,208 Reduced 19.34%	5,038 $518,000
Q3 2019 Oct 11, 2019	BUY	$89.33 - $92.0 $803 - $828	9 Added 0.14%	6,246 $563,000
Q2 2019 Jul 24, 2019	BUY	N/A	140 Added 2.3%	6,237 $578,000
Q1 2019 Apr 04, 2019	BUY	N/A	1,952 Added 47.09%	6,097 $559,000
Q4 2018 Feb 05, 2019	SELL	N/A	-3,675 Reduced 46.99%	4,145 $359,000
Q4 2018 Jan 08, 2019	BUY	N/A	3,675 Added 88.66%	7,820 $744,000
Q4 2018 Jan 07, 2019	SELL	N/A	-3,675 Reduced 46.99%	4,145 $359,000
Q3 2018 Oct 03, 2018	BUY	N/A	2,804 Added 55.9%	7,820 $744,000
Q1 2018 May 11, 2018	SELL	N/A	-10,005 Reduced 66.61%	5,016 $408,000
Q4 2017 Feb 05, 2018	BUY	N/A	15,021	15,021 $1.24 Million

Others Institutions Holding XLV

# of Institutions

2,026

Shares Held

201M

Call Options Held

9.84M

Put Options Held

18.8M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Clarus Wealth Advisors Select Sector Spdr Fund Health Transaction History