XLC β€” SELECT SECTOR SPDR TR

Ownership history in Clarus Wealth Advisors  Β·  27 quarters on record

This page tracks every 13F SEC filing in which Clarus Wealth Advisors reported a position in SELECT SECTOR SPDR TR (XLC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.7% (2021 Q2)
πŸ“Š Avg. % of fund
0.76%
πŸ“… First filed
2019 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
27

Position Intelligence

Clarus Wealth Advisors Γ— XLC AI Analytics

πŸ“ˆ Clarus Wealth Advisors outperformed the S&P 500 by +0.7% annually on this XLC position. Timing score: 58% (14/24 decisions correct). Average cost basis: $69.21. Maximum drawdown during holding period: –40.2%.

πŸ“ˆ Position Alpha vs SPY
+0.7%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
25 quarters analyzed

⏱️ Timing Score
58%

βœ… Decent timing β€” more right than wrong on entries and exits.
14 of 24 add/trim decisions correct

πŸ’° Entry Quality
$69.21
+69.6% vs current ($117.35)

Best entry: $46.10 (2019 Q2)  Β·  Worst: $117.61 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–40.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
58%
buy-side decisions

15 adds Β· 11 trims. Bought during 2 of 8 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.12% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    XLC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 23,095 +1,271 +5.8% 1.12% $2.7M $117.35
2025 Q3 ADDED 21,824 +193 +0.9% 1.12% $2.5M $117.61
2025 Q2 REDUCED 21,631 -4,987 -18.7% 1.07% $2.3M $107.46
2025 Q1 ADDED 26,618 +2,506 +10.4% 1.33% $2.5M $95.27
2024 Q4 ADDED 24,112 +2,914 +13.7% 1.15% $2.3M $95.34
2024 Q3 ADDED 21,198 +127 +0.6% 0.97% $1.9M $88.80
2024 Q2 REDUCED 21,071 -686 -3.2% 0.98% $1.8M $83.89
2024 Q1 REDUCED 21,757 -300 -1.4% 1.01% $1.8M $79.76
2023 Q4 REDUCED 22,057 -532 -2.4% 0.96% $1.6M $70.78
2023 Q2 ADDED 22,589 +268 +1.2% 0.89% $1.5M $63.08
17 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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