Clarus Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.16M	Buy	13,315 +1,361	+11%	+$202K	0.83%	44
2026 Q1	$1.75M	Buy	11,954 +448	+4%	+$69.1K	0.75%	45
2025 Q4	$1.8M	Sell	11,506 -167	-1%	-$25K	0.75%	45
2025 Q3	$1.69M	Buy	11,673 +514	+5%	+$69.6K	0.75%	42
2025 Q2	$1.51M	Buy	11,159 +716	+7%	+$96.7K	0.7%	44
2025 Q1	$1.45M	Sell	10,443 -2,887	-22%	-$419K	0.77%	33
2024 Q4	$1.89M	Sell	13,330 -1,662	-11%	-$243K	0.94%	28
2024 Q3	$2.26M	Buy	14,992 +92	+0.6%	+$13.9K	1.15%	20
2024 Q2	$2.18M	Buy	14,900 +282	+2%	+$40.5K	1.16%	20
2024 Q1	$2.07M	Buy	14,618 +4,468	+44%	+$641K	1.17%	23
2023 Q4	$1.41M	Buy	+10,150	New	+$1.32M	0.84%	31
2023 Q2	$1.27M	Buy	9,844 +478	+5%	+$63K	0.77%	32
2023 Q1	$1.25M	Sell	9,366 -13,817	-60%	-$1.8M	0.79%	32
2022 Q4	$3.12M	Buy	23,183 +2,836	+14%	+$376K	2.04%	19
2022 Q3	$2.48M	Sell	20,347 -275	-1%	-$35.4K	1.77%	20
2022 Q2	$2.69M	Buy	20,622 +481	+2%	+$63K	1.89%	20
2022 Q1	$2.82M	Buy	20,141 +2,723	+16%	+$361K	1.75%	21
2021 Q4	$2.38M	Buy	17,418 +5,581	+47%	+$741K	1.37%	19
2021 Q3	$1.49M	Buy	11,837 +3,680	+45%	+$486K	0.92%	28
2021 Q2	$1.05M	Buy	8,157 +932	+13%	+$114K	0.66%	35
2021 Q1	$852K	Buy	7,225 +221	+3%	+$25.5K	0.53%	41
2020 Q4	$826K	Sell	7,004 -58	-0.8%	-$6.33K	0.55%	39
2020 Q3	$741K	Buy	7,062 +1,281	+22%	+$135K	0.57%	37
2020 Q2	$588K	Buy	5,781 +502	+10%	+$49.5K	0.5%	40
2020 Q1	$458K	Buy	5,279 +241	+5%	+$23.4K	0.46%	66
2019 Q4	$518K	Sell	5,038 -1,208	-19%	-$116K	0.34%	80
2019 Q3	$563K	Buy	6,246 +9	+0.1%	+$822	0.41%	56
2019 Q2	$578K	Buy	6,237 +140	+2%	+$12.6K	0.42%	38
2019 Q1	$559K	Buy	6,097 +1,952	+47%	+$176K	0.42%	34
2018 Q4	$359K	Sell	4,145 -3,675	-47%	-$333K	0.56%	31
2018 Q3	$744K	Buy	7,820 +2,804	+56%	+$253K	0.49%	25
2018 Q2	$408K	Hold	5,016	–	–	0.31%	36
2018 Q1	$408K	Sell	5,016 -10,005	-67%	-$852K	0.38%	36
2017 Q4	$1.24M	Buy	+15,021	New	+$1.24M	1.2%	12

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

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

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

Clarus Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 11% in Q2 2026, buying an estimated $202K and bringing the position to 13,315 shares worth $2.16M. The position accounts for 0.83% of the portfolio, ranked #44.

Clarus Wealth Advisors first reported a position in XLV in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.12M in Q4 2022. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Clarus Wealth Advisors held 13,315 shares of State Street Health Care Select Sector SPDR ETF worth $2.16M as of Q2 2026.
Clarus Wealth Advisors bought 1,361 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $202K.
State Street Health Care Select Sector SPDR ETF made up 0.83% of Clarus Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Clarus Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
Clarus Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $3.12M in Q4 2022.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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