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Clarius Group LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Clarius Group LLC’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.4M Sell
9,752
-1,624
-14% -$235K 0.08% 96
2025
Q3 		$1.6M Hold
11,376
– – 0.09% 83
2025
Q2 		$1.44M Buy
11,376
+2
+0% +$222 0.08% 107
2025
Q1 		$1.17M Hold
11,374
– – 0.07% 127
2024
Q4 		$1.32M Buy
11,374
+2
+0% +$233 0.09% 104
2024
Q3 		$1.28M Hold
11,372
– – 0.09% 104
2024
Q2 		$1.29M Buy
11,372
+550
+5% +$57.9K 0.09% 97
2024
Q1 		$1.13M Hold
10,822
– – 0.08% 108
2023
Q4 		$1.04M Hold
10,822
– – 0.09% 121
2023
Q3 		$887K Hold
10,822
– – 0.08% 126
2023
Q2 		$941K Hold
10,822
– – 0.07% 145
2023
Q1 		$817K Hold
10,822
– – 0.07% 159
2022
Q4 		$673K Buy
+10,822
New +$687K 0.06% 184

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Clarius Group LLC reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 14% in Q4 2025, selling an estimated $235K and leaving 9,752 shares worth $1.4M. The position accounts for 0.08% of the portfolio, ranked #96.

Clarius Group LLC first reported a position in XLK in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.6M in Q3 2025. 2,472 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

  • Clarius Group LLC held 9,752 shares of State Street Technology Select Sector SPDR ETF worth $1.4M as of Q4 2025.
  • Clarius Group LLC sold 1,624 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $235K.
  • State Street Technology Select Sector SPDR ETF made up 0.08% of Clarius Group LLC's portfolio in Q4 2025, its #96 holding.
  • Clarius Group LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 13 quarters since.
  • Clarius Group LLC's State Street Technology Select Sector SPDR ETF position peaked at $1.6M in Q3 2025.
  • 2,472 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

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