Clarus Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Clarus Wealth Advisors’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.4M	Buy	47,919 +4,793	+11%	+$246K	0.93%	36
2026 Q1	$2.16M	Buy	43,126 +2,511	+6%	+$126K	0.92%	34
2025 Q4	$1.98M	Buy	40,615 +2,685	+7%	+$119K	0.82%	37
2025 Q3	$1.7M	Buy	37,930 +112	+0.3%	+$5.06K	0.75%	41
2025 Q2	$1.73M	Buy	37,818 +4,112	+12%	+$174K	0.8%	34
2025 Q1	$1.36M	Sell	33,706 -2,922	-8%	-$128K	0.73%	34
2024 Q4	$1.56M	Buy	36,628 +2,026	+6%	+$93.8K	0.78%	36
2024 Q3	$1.64M	Sell	34,602 -120	-0.3%	-$5.47K	0.84%	32
2024 Q2	$1.54M	Buy	34,722 +828	+2%	+$37.4K	0.82%	36
2024 Q1	$1.55M	Sell	33,894 -226	-0.7%	-$9.72K	0.88%	31
2023 Q4	$1.4M	Buy	+34,120	New	+$1.36M	0.83%	32
2023 Q2	$1.38M	Buy	33,916 +2,824	+9%	+$112K	0.84%	31
2023 Q1	$1.24M	Buy	31,092 +3,492	+13%	+$141K	0.78%	33
2022 Q4	$1.13M	Sell	27,600 -676	-2%	-$26K	0.74%	33
2022 Q3	$984K	Buy	28,276 +692	+3%	+$26K	0.7%	33
2022 Q2	$1M	Sell	27,584 -66	-0.2%	-$2.76K	0.71%	34
2022 Q1	$1.22M	Buy	27,650 +268	+1%	+$11.4K	0.76%	30
2021 Q4	$1.24M	Buy	+27,382	New	+$1.18M	0.71%	33
2021 Q3	–	Sell	-11,668	Closed	-$486K	–	110
2021 Q2	$486K	Buy	11,668 +1,248	+12%	+$52.6K	0.3%	54
2021 Q1	$417K	Sell	10,420 -346	-3%	-$13.1K	0.26%	71
2020 Q4	$412K	Sell	10,766 -194	-2%	-$6.64K	0.27%	69
2020 Q3	$349K	Buy	+10,960	New	+$340K	0.27%	78
2019 Q2	–	Sell	-1,790	Closed	-$50K	–	708
2019 Q1	$50K	Buy	1,790 +576	+47%	+$15.5K	0.04%	291
2018 Q4	$31K	Sell	1,214 -286,424	-100%	-$7.64M	0.05%	331
2018 Q3	$8.33M	Sell	287,638 -43,684	-13%	-$1.29M	5.44%	5
2018 Q2	$9.43M	Hold	331,322	–	–	7.13%	3
2018 Q1	$9.43M	Buy	331,322 +67,490	+26%	+$2.05M	8.71%	3
2017 Q4	$7.99M	Buy	+263,832	New	+$7.77M	7.68%	3

Other funds holding XLB

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Clarus Wealth Advisors's XLB Position: Q2 2026 in Review

Clarus Wealth Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 11% in Q2 2026, buying an estimated $246K and bringing the position to 47,919 shares worth $2.4M. The position accounts for 0.93% of the portfolio, ranked #36.

Clarus Wealth Advisors first reported a position in XLB in Q4 2017 and has held it in 28 quarters since. The position peaked at $9.43M in Q2 2018. 399 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Clarus Wealth Advisors held 47,919 shares of State Street Materials Select Sector SPDR ETF worth $2.4M as of Q2 2026.
Clarus Wealth Advisors bought 4,793 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $246K.
State Street Materials Select Sector SPDR ETF made up 0.93% of Clarus Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Clarus Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2017 and has held it in 28 quarters since.
Clarus Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $9.43M in Q2 2018.
399 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.