Clarus Wealth Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.85M	Sell
2025 Q2	$1.7M	Buy
2020 Q1	–	Sell
2019 Q4	$214K	Sell
2019 Q3	$278K	Buy
2019 Q2	$246K	Buy
2019 Q1	–	Sell
2018 Q4	$23K	Buy
2018 Q3	$23K	Buy
2018 Q2	$21K	Buy