Clarus Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.53M	Buy	45,485 +3,444	+8%	+$197K	0.97%	31
2026 Q1	$2.53M	Buy	42,041 +1,531	+4%	+$82.1K	1.08%	25
2025 Q4	$1.9M	Buy	40,510 +1,716	+4%	+$76.4K	0.79%	39
2025 Q3	$1.72M	Buy	38,794 +536	+1%	+$23.5K	0.76%	39
2025 Q2	$1.69M	Buy	38,258 +6,586	+21%	+$274K	0.78%	36
2025 Q1	$1.3M	Sell	31,672 -2,860	-8%	-$129K	0.7%	37
2024 Q4	$1.56M	Buy	34,532 +34	+0.1%	+$1.54K	0.78%	37
2024 Q3	$1.61M	Buy	34,498 +1,242	+4%	+$55.5K	0.82%	35
2024 Q2	$1.49M	Buy	33,256 +704	+2%	+$32.8K	0.79%	37
2024 Q1	$1.59M	Buy	32,552 +694	+2%	+$29.8K	0.9%	29
2023 Q4	$1.27M	Buy	+31,858	New	+$1.36M	0.75%	36
2023 Q2	$1.68M	Sell	41,510 -7,726	-16%	-$315K	1.02%	25
2023 Q1	$2.09M	Buy	49,236 +352	+0.7%	+$15.1K	1.32%	19
2022 Q4	$2.15M	Sell	48,884 -3,980	-8%	-$173K	1.41%	22
2022 Q3	$2.12M	Sell	52,864 -23,448	-31%	-$887K	1.51%	21
2022 Q2	$2.68M	Buy	76,312 +2,398	+3%	+$96.2K	1.89%	21
2022 Q1	$2.85M	Buy	73,914 +13,602	+23%	+$471K	1.77%	19
2021 Q4	$1.91M	Buy	60,312 +10,006	+20%	+$283K	1.1%	23
2021 Q3	$1.38M	Sell	50,306 -32,294	-39%	-$800K	0.85%	30
2021 Q2	$2.18M	Buy	82,600 +2,502	+3%	+$65.1K	1.36%	21
2021 Q1	$1.93M	Buy	80,098 +9,852	+14%	+$227K	1.21%	21
2020 Q4	$1.48M	Buy	70,246 +18,762	+36%	+$323K	0.98%	26
2020 Q3	$766K	Buy	51,484 +13,722	+36%	+$244K	0.59%	35
2020 Q2	$685K	Sell	37,762 -4,770	-11%	-$88.7K	0.58%	36
2020 Q1	$634K	Buy	+42,532	New	+$1.01M	0.63%	40
2019 Q4	–	Sell	-9,240	Closed	-$273K	–	165
2019 Q3	$273K	Sell	9,240 -420	-4%	-$12.7K	0.2%	107
2019 Q2	$308K	Sell	9,660 -12,198	-56%	-$391K	0.22%	76
2019 Q1	$723K	Buy	21,858 +21,042	+2,579%	+$676K	0.54%	25
2018 Q4	$23K	Buy	816 +8	+1%	+$268	0.04%	384
2018 Q3	$31K	Sell	808 -1,266	-61%	-$47.5K	0.02%	370
2018 Q2	$70K	Buy	+2,074	New	+$77.1K	0.05%	233
2018 Q1	–	Sell	-33,938	Closed	-$1.23M	–	151
2017 Q4	$1.23M	Buy	+33,938	New	+$1.17M	1.18%	14

Other funds holding XLE

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

TAM

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

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

Clarus Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.2% in Q2 2026, buying an estimated $197K and bringing the position to 45,485 shares worth $2.53M. The position accounts for 0.97% of the portfolio, ranked #31.

Clarus Wealth Advisors first reported a position in XLE in Q4 2017 and has held it in 32 quarters since. The position peaked at $2.85M in Q1 2022. 386 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Clarus Wealth Advisors held 45,485 shares of State Street Energy Select Sector SPDR ETF worth $2.53M as of Q2 2026.
Clarus Wealth Advisors bought 3,444 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $197K.
State Street Energy Select Sector SPDR ETF made up 0.97% of Clarus Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Clarus Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 32 quarters since.
Clarus Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.85M in Q1 2022.
386 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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