Clarus Wealth Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Clarus Wealth Advisors’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
2026 Q3	$3.45M	Buy	31,261 +2,070	+7%	+$230K	1.26%	23
2026 Q2	$3.2M	Buy	29,191 +4,864	+20%	+$554K	1.23%	21
2026 Q1	$2.72M	Buy	24,327 +1,232	+5%	+$143K	1.16%	20
2025 Q4	$2.7M	Buy	23,095 +1,271	+6%	+$146K	1.12%	22
2025 Q3	$2.54M	Buy	21,824 +193	+0.9%	+$21.5K	1.12%	24
2025 Q2	$2.31M	Sell	21,631 -4,987	-19%	-$491K	1.07%	25
2025 Q1	$2.5M	Buy	26,618 +2,506	+10%	+$250K	1.33%	17
2024 Q4	$2.31M	Buy	24,112 +2,914	+14%	+$278K	1.15%	21
2024 Q3	$1.9M	Buy	21,198 +127	+0.6%	+$11K	0.97%	23
2024 Q2	$1.85M	Sell	21,071 -686	-3%	-$56.5K	0.98%	24
2024 Q1	$1.78M	Sell	21,757 -300	-1%	-$23.4K	1.01%	25
2023 Q4	$1.63M	Buy	+22,057	New	+$1.52M	0.96%	26
2023 Q2	$1.47M	Buy	22,589 +268	+1%	+$16.3K	0.89%	28
2023 Q1	$1.32M	Buy	22,321 +15,349	+220%	+$834K	0.83%	29
2022 Q4	$357K	Buy	6,972 +681	+11%	+$33.4K	0.23%	89
2022 Q3	$306K	Sell	6,291 -157	-2%	-$8.64K	0.22%	85
2022 Q2	$355K	Sell	6,448 -6,113	-49%	-$368K	0.25%	74
2022 Q1	$844K	Sell	12,561 -5,610	-31%	-$395K	0.53%	38
2021 Q4	$1.4M	Sell	18,171 -9,455	-34%	-$747K	0.8%	28
2021 Q3	$2.24M	Sell	27,626 -5,469	-17%	-$453K	1.37%	19
2021 Q2	$2.72M	Buy	33,095 +17,967	+119%	+$1.4M	1.7%	18
2021 Q1	$1.16M	Buy	15,128 +4,406	+41%	+$313K	0.73%	30
2020 Q4	$711K	Sell	10,722 -453	-4%	-$28.8K	0.47%	42
2020 Q3	$657K	Buy	11,175 +2,354	+27%	+$139K	0.51%	40
2020 Q2	$500K	Buy	8,821 +1,260	+17%	+$64.7K	0.42%	50
2020 Q1	$319K	Sell	7,561 -3,098	-29%	-$160K	0.32%	85
2019 Q4	$590K	Sell	10,659 -2,528	-19%	-$130K	0.39%	71
2019 Q3	$653K	Buy	13,187 +3,461	+36%	+$173K	0.48%	45
2019 Q2	$479K	Buy	9,726 +364	+4%	+$17.7K	0.35%	47
2019 Q1	$438K	Buy	+9,362	New	+$427K	0.33%	44

Other funds holding XLC

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Clarus Wealth Advisors's XLC Position: Q3 2026 in Review

Clarus Wealth Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 7.1% in Q3 2026, buying an estimated $230K and bringing the position to 31,261 shares worth $3.45M. The position accounts for 1.26% of the portfolio, ranked #23.

Clarus Wealth Advisors first reported a position in XLC in Q1 2019 and has held it in 30 quarters since. 508 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

Clarus Wealth Advisors held 31,261 shares of State Street Communication Services Select Sector SPDR ETF worth $3.45M as of Q3 2026.
Clarus Wealth Advisors bought 2,070 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $230K.
State Street Communication Services Select Sector SPDR ETF made up 1.26% of Clarus Wealth Advisors's portfolio in Q3 2026, its #23 holding.
Clarus Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
508 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Clarus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.