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 14,618 shares of XLV stock, worth $2.11 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
14,618
Previous 10,150 44.02%
Holding current value
$2.11 Million
Previous $1.38 Million 56.0%
% of portfolio
1.21%
Previous 0.81%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$129.86 - $140.1 $368,282 - $397,323
2,836 Added 13.94%
23,183 $0
Q3 2022

Oct 11, 2022

SELL
N/A
-275 Reduced 1.33%
20,347 $2.48 Million
Q2 2022

Jul 13, 2022

BUY
N/A
481 Added 2.39%
20,622 $2.69 Million
Q1 2022

Apr 12, 2022

BUY
N/A
2,723 Added 15.63%
20,141 $2.82 Million
Q4 2021

Jan 13, 2022

BUY
N/A
5,581 Added 47.15%
17,418 $0
Q3 2021

Oct 06, 2021

BUY
N/A
3,680 Added 45.11%
11,837 $1.49 Million
Q2 2021

Jul 13, 2021

BUY
N/A
932 Added 12.9%
8,157 $1.05 Million
Q1 2021

Apr 12, 2021

BUY
N/A
221 Added 3.16%
7,225 $0
Q4 2020

Jan 12, 2021

SELL
N/A
-58 Reduced 0.82%
7,004 $0
Q3 2020

Oct 08, 2020

BUY
N/A
1,281 Added 22.16%
7,062 $0
Q2 2020

Jul 09, 2020

BUY
N/A
502 Added 9.51%
5,781 $0
Q1 2020

Apr 08, 2020

BUY
N/A
241 Added 4.78%
5,279 $458,000
Q4 2019

Jan 10, 2020

SELL
N/A
-1,208 Reduced 19.34%
5,038 $518,000
Q3 2019

Oct 11, 2019

BUY
N/A
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

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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