Clarus Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.32M	Buy	51,206 +5,352	+12%	+$242K	0.9%	39
2026 Q1	$2.12M	Buy	45,854 +2,815	+7%	+$126K	0.9%	35
2025 Q4	$1.84M	Buy	43,039 +1,501	+4%	+$66.5K	0.76%	43
2025 Q3	$1.85M	Sell	41,538 -336	-0.8%	-$14.2K	0.82%	34
2025 Q2	$1.7M	Buy	+41,874	New	+$1.67M	0.79%	35
2020 Q1	–	Sell	-6,664	Closed	-$214K	–	153
2019 Q4	$214K	Sell	6,664 -1,910	-22%	-$60.7K	0.14%	128
2019 Q3	$278K	Buy	8,574 +310	+4%	+$9.56K	0.2%	104
2019 Q2	$246K	Buy	+8,264	New	+$243K	0.18%	87
2019 Q1	–	Sell	-868	Closed	-$23K	–	734
2018 Q4	$23K	Buy	868 +6	+0.7%	+$163	0.04%	385
2018 Q3	$23K	Buy	862 +14	+2%	+$372	0.02%	415
2018 Q2	$21K	Buy	+848	New	+$21.3K	0.02%	423

Other funds holding XLU

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

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

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

TAM

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

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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BHWM

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

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

Clarus Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 12% in Q2 2026, buying an estimated $242K and bringing the position to 51,206 shares worth $2.32M. The position accounts for 0.9% of the portfolio, ranked #39.

Clarus Wealth Advisors first reported a position in XLU in Q2 2018 and has held it in 11 quarters since. 268 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Clarus Wealth Advisors held 51,206 shares of State Street Utilities Select Sector SPDR ETF worth $2.32M as of Q2 2026.
Clarus Wealth Advisors bought 5,352 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $242K.
State Street Utilities Select Sector SPDR ETF made up 0.9% of Clarus Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Clarus Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2018 and has held it in 11 quarters since.
268 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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