Clarus Wealth Advisors Select Sector Spdr Consumer Di Transaction History

Clarus Wealth Advisors

$178 Million
Q1 2024

A detailed history of Clarus Wealth Advisors transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Clarus Wealth Advisors holds 6,769 shares of XLY stock, worth $1.28 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

6,769

Previous 6,308 7.31%

Holding current value

$1.28 Million

Previous $1.13 Million 10.38%

% of portfolio

0.7%

Previous 0.66%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	BUY	$170.9 - $185.02 $78,784 - $85,294	461 Added 7.31%	6,769 $1.24 Million
Q4 2023 Jan 22, 2024	BUY	$148.04 - $181.41 $9,918 - $12,154	67 Added 1.07%	6,308 $1.13 Million
Q2 2023 Jul 10, 2023	SELL	$143.54 - $169.81 $4,019 - $4,754	-28 Reduced 0.45%	6,241 $1.06 Million
Q1 2023 Apr 10, 2023	SELL	$128.39 - $156.16 $7,189 - $8,744	-56 Reduced 0.89%	6,269 $937,000
Q4 2022 Jan 12, 2023	SELL	$126.26 - $146.17 $228,278 - $264,275	-1,808 Reduced 22.23%	6,325 $0

Q3 2022 Oct 11, 2022	BUY	N/A	1,317 Added 19.32%	8,133 $1.14 Million
Q2 2022 Jul 13, 2022	BUY	N/A	999 Added 17.17%	6,816 $970,000
Q1 2022 Apr 12, 2022	SELL	N/A	-4,508 Reduced 43.66%	5,817 $1.03 Million
Q4 2021 Jan 13, 2022	SELL	N/A	-1,533 Reduced 12.93%	10,325 $0
Q3 2021 Oct 06, 2021	BUY	N/A	690 Added 6.18%	11,858 $2.14 Million
Q2 2021 Jul 13, 2021	SELL	N/A	-1,622 Reduced 12.68%	11,168 $2.05 Million
Q1 2021 Apr 12, 2021	SELL	N/A	-104 Reduced 0.81%	12,790 $0
Q4 2020 Jan 12, 2021	SELL	N/A	-11 Reduced 0.09%	12,894 $0
Q3 2020 Oct 08, 2020	BUY	N/A	3,532 Added 37.68%	12,905 $0
Q2 2020 Jul 09, 2020	BUY	N/A	2,613 Added 38.65%	9,373 $0
Q1 2020 Apr 08, 2020	SELL	N/A	-2,436 Reduced 26.49%	6,760 $625,000
Q4 2019 Jan 10, 2020	SELL	N/A	-4,034 Reduced 30.49%	9,196 $1.17 Million
Q3 2019 Oct 11, 2019	SELL	N/A	-83 Reduced 0.62%	13,230 $1.6 Million
Q2 2019 Jul 24, 2019	BUY	N/A	4,426 Added 49.8%	13,313 $1.59 Million
Q1 2019 Apr 04, 2019	BUY	N/A	6,207 Added 231.6%	8,887 $1.01 Million
Q4 2018 Feb 05, 2019	SELL	N/A	-15,685 Reduced 85.41%	2,680 $265,000
Q4 2018 Jan 08, 2019	BUY	N/A	15,685 Added 585.26%	18,365 $2.15 Million
Q4 2018 Jan 07, 2019	SELL	N/A	-15,685 Reduced 85.41%	2,680 $265,000
Q3 2018 Oct 03, 2018	BUY	N/A	2,607 Added 16.54%	18,365 $2.15 Million
Q1 2018 May 11, 2018	BUY	N/A	429 Added 2.8%	15,758 $1.6 Million
Q4 2017 Feb 05, 2018	BUY	N/A	15,329	15,329 $1.51 Million

Others Institutions Holding XLY

# of Institutions

1,269

Shares Held

82.5M

Call Options Held

9.96M

Put Options Held

13.9M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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Clarus Wealth Advisors Select Sector Spdr Consumer Di Transaction History