Clarus Wealth Advisors XLU Holdings History
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 $82.45, Clarus Wealth Advisors's estimated gain on his XLU holdings is $83,306.40, reflecting a 4.29% gain to date.
Clarus Wealth Advisors XLU ($82.45) Holding Chart
Clarus Wealth Advisors XLU ($82.45) 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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