Clarus Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.4M	Sell	68,461 -8,776	-11%	-$1.5M	4.79%	2
2026 Q1	$10.6M	Buy	77,237 +5,039	+7%	+$710K	4.53%	3
2025 Q4	$10.6M	Sell	72,198 -2,650	-4%	-$383K	4.38%	3
2025 Q3	$10.7M	Sell	74,848 -238	-0.3%	-$31.5K	4.71%	3
2025 Q2	$9.62M	Buy	75,086 +708	+1%	+$78.6K	4.45%	3
2025 Q1	$7.58M	Buy	74,378 +11,338	+18%	+$1.29M	4.05%	7
2024 Q4	$7.16M	Buy	63,040 +6,762	+12%	+$787K	3.56%	5
2024 Q3	$6.3M	Buy	56,278 +2,324	+4%	+$255K	3.21%	6
2024 Q2	$6.41M	Sell	53,954 -1,944	-3%	-$205K	3.41%	5
2024 Q1	$5.72M	Sell	55,898 -532	-0.9%	-$53.8K	3.24%	6
2023 Q4	$5.52M	Buy	+56,430	New	+$5.02M	3.27%	6
2023 Q2	$4.96M	Sell	57,884 -1,766	-3%	-$139K	3.01%	8
2023 Q1	$4.45M	Sell	59,650 -148	-0.2%	-$10.2K	2.8%	9
2022 Q4	$3.8M	Buy	59,798 +1,224	+2%	+$77.7K	2.49%	11
2022 Q3	$3.48M	Sell	58,574 -1,792	-3%	-$122K	2.48%	14
2022 Q2	$3.96M	Buy	60,366 +4,438	+8%	+$309K	2.79%	12
2022 Q1	$4.16M	Sell	55,928 -5,062	-8%	-$397K	2.58%	13
2021 Q4	$5.15M	Sell	60,990 -1,550	-2%	-$128K	2.96%	10
2021 Q3	$4.7M	Buy	62,540 +7,292	+13%	+$563K	2.89%	8
2021 Q2	$4.18M	Buy	55,248 +8,828	+19%	+$618K	2.62%	9
2021 Q1	$3.29M	Sell	46,420 -878	-2%	-$58K	2.06%	13
2020 Q4	$3.07M	Sell	47,298 -568	-1%	-$34.6K	2.04%	12
2020 Q3	$2.77M	Buy	47,866 +2,492	+5%	+$141K	2.14%	9
2020 Q2	$2.4M	Buy	45,374 +1,726	+4%	+$81.2K	2.03%	10
2020 Q1	$1.68M	Buy	43,648 +1,500	+4%	+$68.5K	1.68%	11
2019 Q4	$1.99M	Sell	42,148 -12,146	-22%	-$520K	1.32%	16
2019 Q3	$2.19M	Sell	54,294 -2,544	-4%	-$102K	1.6%	12
2019 Q2	$2.22M	Buy	56,838 +23,390	+70%	+$892K	1.6%	13
2019 Q1	$1.24M	Buy	33,448 +21,238	+174%	+$727K	0.93%	17
2018 Q4	$378K	Sell	12,210 -720	-6%	-$24.4K	0.59%	26
2018 Q3	$487K	Buy	12,930 +84	+0.7%	+$3.08K	0.32%	32
2018 Q2	$420K	Hold	12,846	–	–	0.32%	34
2018 Q1	$420K	Sell	12,846 -174	-1%	-$5.84K	0.39%	34
2017 Q4	$416K	Buy	+13,020	New	+$408K	0.4%	37

Other funds holding XLK

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

Clarus Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 11% in Q2 2026, selling an estimated $1.5M and leaving 68,461 shares worth $12.4M. The position accounts for 4.79% of the portfolio, ranked #2.

Clarus Wealth Advisors first reported a position in XLK in Q4 2017 and has held it in 34 quarters since. 1,313 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Clarus Wealth Advisors held 68,461 shares of State Street Technology Select Sector SPDR ETF worth $12.4M as of Q2 2026.
Clarus Wealth Advisors sold 8,776 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.5M.
State Street Technology Select Sector SPDR ETF made up 4.79% of Clarus Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Clarus Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
1,313 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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