Energy Select Sector SPDR shares owned by Clarus Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Clarus Wealth Advisors
from 13F filings
Historical chart of Clarus Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Clarus Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 17k | 93.51 |
| 2024-06-30 | $1.5M | 17k | 89.36 |
| 2024-03-31 | $1.6M | 16k | 97.79 |
| 2023-12-31 | $1.3M | 16k | 79.91 |
| 2023-06-30 | $1.7M | 21k | 80.79 |
| 2023-03-31 | $2.1M | 25k | 84.98 |
| 2022-12-31 | $2.1M | 24k | 87.87 |
| 2022-09-30 | $2.1M | 26k | 80.13 |
| 2022-06-30 | $2.7M | 38k | 70.26 |
| 2022-03-31 | $2.9M | 37k | 77.14 |
| 2021-12-31 | $1.9M | 30k | 63.34 |
| 2021-09-30 | $1.4M | 25k | 55.02 |
| 2021-06-30 | $2.2M | 41k | 52.76 |
| 2021-03-31 | $1.9M | 40k | 48.19 |
| 2020-12-31 | $1.5M | 35k | 42.08 |
| 2020-09-30 | $766k | 26k | 29.76 |
| 2020-06-30 | $685k | 19k | 36.28 |
| 2020-03-31 | $634k | 21k | 29.81 |
| 2019-12-31 | $273k | 4.6k | 59.09 |
| 2019-09-30 | $273k | 4.6k | 59.09 |
| 2019-06-30 | $308k | 4.8k | 63.77 |
| 2019-03-31 | $723k | 11k | 66.15 |
| 2018-12-31 | $31k | 404 | 76.73 |
| 2018-09-30 | $31k | 404 | 76.73 |
| 2018-06-30 | $70k | 1.0k | 67.50 |
| 2017-12-31 | $1.2M | 17k | 72.25 |