Clarus Wealth Advisors
XLI icon

Clarus Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Clarus Wealth Advisors’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.23M Buy
24,977
+774
+3% +$138K 1.54% 19
2026
Q2 		$4.37M Buy
24,203
+2,051
+9% +$356K 1.68% 16
2026
Q1 		$3.64M Buy
22,152
+180
+0.8% +$30.2K 1.55% 16
2025
Q4 		$3.6M Buy
21,972
+679
+3% +$104K 1.49% 16
2025
Q3 		$3.29M Buy
21,293
+294
+1% +$44.5K 1.45% 17
2025
Q2 		$3.13M Sell
20,999
-1,636
-7% -$223K 1.45% 18
2025
Q1 		$2.87M Sell
22,635
-169
-0.7% -$22.8K 1.53% 15
2024
Q4 		$3.03M Buy
22,804
+1,874
+9% +$258K 1.51% 17
2024
Q3 		$2.83M Sell
20,930
-75
-0.4% -$9.5K 1.44% 18
2024
Q2 		$2.56M Buy
21,005
+40
+0.2% +$4.93K 1.36% 18
2024
Q1 		$2.6M Sell
20,965
-165
-0.8% -$19.4K 1.47% 19
2023
Q4 		$2.36M Buy
+21,130
New +$2.22M 1.4% 19
2023
Q2 		$2.2M Buy
20,754
+987
+5% +$99.4K 1.34% 18
2023
Q1 		$1.93M Buy
19,767
+1,425
+8% +$143K 1.22% 22
2022
Q4 		$1.85M Sell
18,342
-1,043
-5% -$99.3K 1.21% 26
2022
Q3 		$1.66M Sell
19,385
-215
-1% -$19.8K 1.18% 23
2022
Q2 		$1.71M Buy
19,600
+573
+3% +$54K 1.2% 24
2022
Q1 		$1.89M Buy
19,027
+48
+0.3% +$4.88K 1.18% 23
2021
Q4 		$2.02M Buy
18,979
+305
+2% +$31.7K 1.16% 21
2021
Q3 		$1.86M Sell
18,674
-2,796
-13% -$287K 1.15% 22
2021
Q2 		$2.22M Buy
21,470
+1,300
+6% +$133K 1.39% 20
2021
Q1 		$2.03M Sell
20,170
-717
-3% -$65.7K 1.27% 18
2020
Q4 		$1.87M Buy
20,887
+3,771
+22% +$318K 1.24% 18
2020
Q3 		$1.33M Buy
17,116
+11,820
+223% +$884K 1.03% 24
2020
Q2 		$363K Buy
5,296
+44
+0.8% +$2.85K 0.31% 71
2020
Q1 		$296K Sell
5,252
-9,855
-65% -$743K 0.3% 87
2019
Q4 		$1.26M Sell
15,107
-3,470
-19% -$277K 0.83% 22
2019
Q3 		$1.44M Sell
18,577
-3,184
-15% -$244K 1.05% 18
2019
Q2 		$1.68M Buy
21,761
+10,291
+90% +$783K 1.22% 15
2019
Q1 		$861K Buy
+11,470
New +$830K 0.64% 22
2018
Q4 		– Sell
-20,192
Closed -$1.58M – 721
2018
Q3 		$1.58M Buy
20,192
+3,148
+18% +$240K 1.03% 12
2018
Q2 		$1.27M Hold
17,044
– – 0.96% 16
2018
Q1 		$1.27M Buy
+17,044
New +$1.31M 1.17% 16

Other funds holding XLI

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
J. Safra Asset Management
J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return
Trust Asset Management
Trust Asset Management Houston, Texas $1.64B AUM 22.7% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

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

Clarus Wealth Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.2% in Q3 2026, buying an estimated $138K and bringing the position to 24,977 shares worth $4.23M. The position accounts for 1.54% of the portfolio, ranked #19.

Clarus Wealth Advisors first reported a position in XLI in Q1 2018 and has held it in 33 quarters since. The position peaked at $4.37M in Q2 2026. 866 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Clarus Wealth Advisors held 24,977 shares of State Street Industrial Select Sector SPDR ETF worth $4.23M as of Q3 2026.
  • Clarus Wealth Advisors bought 774 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $138K.
  • State Street Industrial Select Sector SPDR ETF made up 1.54% of Clarus Wealth Advisors's portfolio in Q3 2026, its #19 holding.
  • Clarus Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
  • Clarus Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $4.37M in Q2 2026.
  • 866 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

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