Number of Shares
20,937.00
Current Holdings Value*
$1.70 Mil
% of Portfolio
0.79%
Total Estimate Gain
$85,818.84
% of Total Estimate Gain
4.42%

Clarus Wealth Advisors's Utilities Select Sector SPDR ETF Holding Summary

As of 2025-06-30, Clarus Wealth Advisors held 20,937.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $1.70 Mil. This investment constitutes 0.79% of their stock portfolio, and Clarus Wealth Advisors now holds 0.01% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.

The initial trade took place in 2018Q2. And since then Clarus Wealth Advisors has made 6 purchases of XLU, at an average price of $75.69, for a total of 25,658.00 shares. In addition, there have been 3 sales at an average price of $63.38 for 4,721.00 shares. Based on historical transaction data and XLU's current price of $82.57, Clarus Wealth Advisors's estimated gain on his XLU holdings is $85,818.84, reflecting a 4.42% gain to date.

Clarus Wealth Advisors XLU ($82.57) Holding Chart

Clarus Wealth Advisors XLU ($82.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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