Utilities SPDR shares owned by Clarus Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Clarus Wealth Advisors
from 13F filings
Historical chart of Clarus Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Clarus Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 21k | 88.91 |
| 2025-06-30 | $1.7M | 21k | 81.14 |
| 2019-12-31 | $278k | 4.3k | 64.85 |
| 2019-09-30 | $278k | 4.3k | 64.85 |
| 2019-06-30 | $246k | 4.1k | 59.54 |
| 2018-12-31 | $23k | 434 | 53.00 |
| 2018-09-30 | $23k | 431 | 53.36 |
| 2018-06-30 | $21k | 424 | 49.53 |