Clarius Group LLC’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Clarius Group LLC’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$562K	Hold	4,773	–	–	0.03%	188
2025 Q3	$565K	Buy	4,773 +1	+0%	+$111	0.03%	194
2025 Q2	$518K	Hold	4,772	–	–	0.03%	245
2025 Q1	$460K	Buy	4,772 +100	+2%	+$9.99K	0.03%	254
2024 Q4	$452K	Hold	4,672	–	–	0.03%	237
2024 Q3	$422K	Hold	4,672	–	–	0.03%	244
2024 Q2	$400K	Hold	4,672	–	–	0.03%	253
2024 Q1	$382K	Hold	4,672	–	–	0.03%	284
2023 Q4	$339K	Hold	4,672	–	–	0.03%	322
2023 Q3	$306K	Hold	4,672	–	–	0.03%	327
2023 Q2	$304K	Hold	4,672	–	–	0.02%	387
2023 Q1	$271K	Hold	4,672	–	–	0.02%	410
2022 Q4	$224K	Buy	+4,672	New	+$229K	0.02%	460

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clarius Group LLC's XLC Position: Q4 2025 in Review

Clarius Group LLC held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q4 2025 at 4,773 shares worth $562K. The position accounts for 0.03% of the portfolio, ranked #188.

Clarius Group LLC first reported a position in XLC in Q4 2022 and has held it in 13 quarters since. The position peaked at $565K in Q3 2025. 1,201 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

Clarius Group LLC held 4,773 shares of State Street Communication Services Select Sector SPDR ETF worth $562K as of Q4 2025.
Clarius Group LLC left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q4 2025.
State Street Communication Services Select Sector SPDR ETF made up 0.03% of Clarius Group LLC's portfolio in Q4 2025, its #188 holding.
Clarius Group LLC first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and has held it in 13 quarters since.
Clarius Group LLC's State Street Communication Services Select Sector SPDR ETF position peaked at $565K in Q3 2025.
1,201 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.