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.
π 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: β40.2%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
25 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
14 of 24 add/trim decisions correct
Best entry: $46.10 (2019 Q2) Β· Worst: $117.61 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
15 adds Β· 11 trims. Bought during 2 of 8 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.12% of portfolio
β 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.
As of 2025 Q4 β sorted by position size