Clarus Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Clarus Wealth Advisors’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,841	Closed	-$438K	–	149
2022 Q4	$438K	Sell	5,841 -148	-2%	-$10.8K	0.29%	74
2022 Q3	$400K	Sell	5,989 -368	-6%	-$27K	0.29%	69
2022 Q2	$463K	Buy	6,357 +28	+0.4%	+$2.1K	0.33%	58
2022 Q1	$496K	Buy	+6,329	New	+$477K	0.31%	52
2021 Q1	–	Sell	-4,836	Closed	-$321K	–	143
2020 Q4	$321K	Buy	4,836 +33	+0.7%	+$2.18K	0.21%	96
2020 Q3	$308K	Sell	4,803 -11,820	-71%	-$746K	0.24%	93
2020 Q2	$994K	Buy	16,623 +1,641	+11%	+$95.8K	0.84%	27
2020 Q1	$829K	Buy	14,982 +486	+3%	+$29.5K	0.83%	27
2019 Q4	$909K	Sell	14,496 -938	-6%	-$57.8K	0.6%	37
2019 Q3	$948K	Buy	15,434 +127	+0.8%	+$7.64K	0.69%	27
2019 Q2	$889K	Buy	15,307 +11,510	+303%	+$659K	0.64%	24
2019 Q1	$213K	Sell	3,797 -1,155	-23%	-$61.8K	0.16%	93
2018 Q4	$251K	Sell	4,952 -869	-15%	-$47.1K	0.39%	52
2018 Q3	$314K	Buy	5,821 +5,299	+1,015%	+$284K	0.21%	58
2018 Q2	$27K	Buy	+522	New	+$26.5K	0.02%	381

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Clarus Wealth Advisors's XLP Position: Q1 2023 in Review

Clarus Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2023, closing a stake of 5,841 shares — an estimated $438K sold.

Clarus Wealth Advisors first reported a position in XLP in Q2 2018 and held it in 15 quarters. The position peaked at $994K in Q2 2020. 1,065 funds tracked by Wall St. Rank hold XLP as of Q1 2023.

Clarus Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Clarus Wealth Advisors sold 5,841 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2023, an estimated $438K.
Clarus Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2018 and held it in 15 quarters.
Clarus Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $994K in Q2 2020.
1,065 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2023.

Based on Clarus Wealth Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.