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Clarius Group LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Clarius Group LLC’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
2025
Q4 		$366K Hold
6,690
– – 0.02% 252
2025
Q3 		$360K Buy
6,690
+1
+0% +$53 0.02% 261
2025
Q2 		$350K Hold
6,689
– – 0.02% 318
2025
Q1 		$333K Buy
6,689
+139
+2% +$6.97K 0.02% 327
2024
Q4 		$317K Hold
6,550
– – 0.02% 302
2024
Q3 		$297K Hold
6,550
– – 0.02% 320
2024
Q2 		$269K Hold
6,550
– – 0.02% 340
2024
Q1 		$276K Buy
+6,550
New +$259K 0.02% 353

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Clarius Group LLC held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q4 2025 at 6,690 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #252.

Clarius Group LLC first reported a position in XLF in Q1 2024 and has held it in 8 quarters since. 1,958 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

  • Clarius Group LLC held 6,690 shares of State Street Financial Select Sector SPDR ETF worth $366K as of Q4 2025.
  • Clarius Group LLC left its State Street Financial Select Sector SPDR ETF share count unchanged in Q4 2025.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of Clarius Group LLC's portfolio in Q4 2025, its #252 holding.
  • Clarius Group LLC first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 8 quarters since.
  • 1,958 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

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