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CWA
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
Shares
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
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal, Quebec, Canada
$62.4B AUM
23.7%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Barclays
London, United Kingdom
$416B AUM
33.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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