Clarius Group LLC’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$678K	Sell	5,682 -694	-11%	-$82.3K	0.04%	162
2025 Q3	$764K	Hold	6,376	–	–	0.05%	154
2025 Q2	$693K	Hold	6,376	–	–	0.04%	197
2025 Q1	$630K	Hold	6,376	–	–	0.04%	205
2024 Q4	$715K	Hold	6,376	–	–	0.05%	160
2024 Q3	$639K	Hold	6,376	–	–	0.04%	178
2024 Q2	$581K	Hold	6,376	–	–	0.04%	191
2024 Q1	$586K	Hold	6,376	–	–	0.04%	194
2023 Q4	$570K	Hold	6,376	–	–	0.05%	210
2023 Q3	$513K	Hold	6,376	–	–	0.05%	213
2023 Q2	$541K	Hold	6,376	–	–	0.04%	239
2023 Q1	$477K	Hold	6,376	–	–	0.04%	266
2022 Q4	$412K	Buy	+6,376	New	+$445K	0.04%	289

Other funds holding XLY

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

Goldman Sachs New York $871B AUM 31.28% 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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

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

Clarius Group LLC reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 11% in Q4 2025, selling an estimated $82.3K and leaving 5,682 shares worth $678K. The position accounts for 0.04% of the portfolio, ranked #162.

Clarius Group LLC first reported a position in XLY in Q4 2022 and has held it in 13 quarters since. The position peaked at $764K in Q3 2025. 1,358 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

Clarius Group LLC held 5,682 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $678K as of Q4 2025.
Clarius Group LLC sold 694 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $82.3K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Clarius Group LLC's portfolio in Q4 2025, its #162 holding.
Clarius Group LLC first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 13 quarters since.
Clarius Group LLC's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $764K in Q3 2025.
1,358 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

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