Clarus Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.3M Buy
19,980
+2,175
+12% +$254K 0.89% 40
2026
Q1
$1.92M Buy
17,805
+1,375
+8% +$161K 0.82% 39
2025
Q4
$2.04M Buy
16,430
+744
+5% +$88.2K 0.85% 35
2025
Q3
$1.87M Buy
15,686
+324
+2% +$37.1K 0.83% 33
2025
Q2
$1.67M Sell
15,362
-2,596
-14% -$265K 0.77% 37
2025
Q1
$1.76M Buy
17,958
+3,534
+25% +$383K 0.94% 26
2024
Q4
$1.6M Buy
14,424
+438
+3% +$46.8K 0.8% 35
2024
Q3
$1.36M Buy
13,986
+274
+2% +$25.6K 0.69% 41
2024
Q2
$1.31M Buy
13,712
+174
+1% +$15.5K 0.7% 41
2024
Q1
$1.21M Buy
13,538
+922
+7% +$82.1K 0.68% 38
2023
Q4
$1.09M Buy
+12,616
New +$1.04M 0.65% 41
2023
Q2
$1.06M Sell
12,482
-56
-0.4% -$4.29K 0.64% 39
2023
Q1
$909K Sell
12,538
-112
-0.9% -$8.03K 0.57% 41
2022
Q4
$851K Sell
12,650
-3,616
-22% -$252K 0.56% 39
2022
Q3
$1.14M Buy
16,266
+2,634
+19% +$206K 0.81% 29
2022
Q2
$970K Buy
13,632
+1,998
+17% +$157K 0.68% 35
2022
Q1
$1.02M Sell
11,634
-9,016
-44% -$826K 0.64% 34
2021
Q4
$2.08M Sell
20,650
-3,066
-13% -$305K 1.2% 20
2021
Q3
$2.14M Buy
23,716
+1,380
+6% +$125K 1.31% 21
2021
Q2
$2.05M Sell
22,336
-3,244
-13% -$283K 1.28% 24
2021
Q1
$2.25M Sell
25,580
-208
-0.8% -$17.3K 1.41% 17
2020
Q4
$2.14M Sell
25,788
-22
-0.1% -$1.7K 1.42% 16
2020
Q3
$1.9M Buy
25,810
+7,064
+38% +$500K 1.47% 16
2020
Q2
$1.22M Buy
18,746
+5,226
+39% +$308K 1.03% 19
2020
Q1
$625K Sell
13,520
-4,872
-26% -$288K 0.62% 42
2019
Q4
$1.17M Sell
18,392
-8,068
-30% -$491K 0.77% 25
2019
Q3
$1.6M Sell
26,460
-166
-0.6% -$10K 1.17% 16
2019
Q2
$1.59M Buy
26,626
+8,852
+50% +$518K 1.15% 16
2019
Q1
$1.01M Buy
17,774
+12,414
+232% +$673K 0.76% 18
2018
Q4
$265K Sell
5,360
-31,370
-85% -$1.66M 0.42% 46
2018
Q3
$2.15M Buy
36,730
+5,214
+17% +$297K 1.41% 10
2018
Q2
$1.6M Hold
31,516
1.21% 10
2018
Q1
$1.6M Buy
31,516
+858
+3% +$44.7K 1.47% 10
2017
Q4
$1.51M Buy
+30,658
New +$1.44M 1.46% 11

Other funds holding XLY

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

Clarus Wealth Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 12% in Q2 2026, buying an estimated $254K and bringing the position to 19,980 shares worth $2.3M. The position accounts for 0.89% of the portfolio, ranked #40.

Clarus Wealth Advisors first reported a position in XLY in Q4 2017 and has held it in 34 quarters since. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Clarus Wealth Advisors held 19,980 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.3M as of Q2 2026.
  • Clarus Wealth Advisors bought 2,175 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $254K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.89% of Clarus Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Clarus Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
  • 1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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