Clarity Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Clarity Wealth Advisors’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$627K	Sell	11,691 -5,377	-32%	-$279K	0.11%	65
2026 Q1	$843K	Sell	17,068 -3,778	-18%	-$197K	0.17%	46
2025 Q4	$1.14M	Sell	20,846 -3,025	-13%	-$161K	0.23%	44
2025 Q3	$1.29M	Sell	23,871 -3,524	-13%	-$187K	0.28%	41
2025 Q2	$1.43M	Sell	27,395 -1,291	-5%	-$63.9K	0.35%	39
2025 Q1	$1.43M	Sell	28,686 -3,278	-10%	-$164K	0.4%	38
2024 Q4	$1.54M	Sell	31,964 -4,044	-11%	-$196K	0.42%	38
2024 Q3	$1.63M	Sell	36,008 -2,847	-7%	-$124K	0.47%	37
2024 Q2	$1.6M	Sell	38,855 -4,955	-11%	-$204K	0.52%	36
2024 Q1	$1.85M	Sell	43,810 -3,474	-7%	-$137K	0.62%	35
2023 Q4	$1.78M	Sell	47,284 -1,329	-3%	-$46K	0.67%	35
2023 Q3	$1.61M	Buy	48,613 +640	+1%	+$22.1K	0.73%	32
2023 Q2	$1.62M	Buy	47,973 +612	+1%	+$20K	0.73%	31
2023 Q1	$1.52M	Buy	47,361 +706	+2%	+$24.5K	0.78%	30
2022 Q4	$1.6M	Sell	46,655 -226	-0.5%	-$7.64K	0.92%	25
2022 Q3	$1.42M	Buy	46,881 +1,608	+4%	+$53.1K	0.86%	28
2022 Q2	$1.42M	Sell	45,273 -2	-0%	-$69	0.81%	30
2022 Q1	$1.73M	Buy	45,275 +192	+0.4%	+$7.5K	0.82%	30
2021 Q4	$1.76M	Buy	45,083 +573	+1%	+$22.5K	0.82%	30
2021 Q3	$1.67M	Buy	44,510 +823	+2%	+$30.8K	0.82%	31
2021 Q2	$1.6M	Buy	43,687 +691	+2%	+$25.3K	0.83%	31
2021 Q1	$1.46M	Buy	42,996 +1,618	+4%	+$52K	0.83%	32
2020 Q4	$1.22M	Buy	41,378 +2,194	+6%	+$58.7K	0.74%	32
2020 Q3	$943K	Sell	39,184 -620	-2%	-$15.1K	0.68%	32
2020 Q2	$921K	Buy	39,804 +12,680	+47%	+$288K	0.73%	33
2020 Q1	$564K	Buy	27,124 +1,946	+8%	+$53.6K	0.59%	33
2019 Q4	$775K	Buy	+25,178	New	+$739K	0.65%	31

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Clarity Wealth Advisors's XLF Position: Q2 2026 in Review

Clarity Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 32% in Q2 2026, selling an estimated $279K and leaving 11,691 shares worth $627K. The position accounts for 0.11% of the portfolio, ranked #65.

Clarity Wealth Advisors first reported a position in XLF in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.85M in Q1 2024. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Clarity Wealth Advisors held 11,691 shares of State Street Financial Select Sector SPDR ETF worth $627K as of Q2 2026.
Clarity Wealth Advisors sold 5,377 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $279K.
State Street Financial Select Sector SPDR ETF made up 0.11% of Clarity Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Clarity Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Clarity Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.85M in Q1 2024.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.