The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
MX ˙ BMV ˙ US81369Y4070
SecurityMX:XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
InstitutionClarus Wealth Advisors
Latest Disclosed Ownership17,805 shares
Latest Disclosed Value $ 1,918,818
Clarus Wealth Advisors reports 8.37% increase in ownership of XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF

On April 8, 2026 - Clarus Wealth Advisors filed a 13F-HR form disclosing ownership of 17,805 shares of The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF (MX:XLY) valued at $1,918,818 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 16,430 shares of The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF. This represents a change in shares of 8.37% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-08 2026-03-31 13F SELECT SECTOR SPDR TR STATE STREET CON 81369Y407 17,805 1,375 8.37 1,919 -5.98 0.8181
2026-01-14 2025-12-31 13F SELECT SECTOR SPDR TR STATE STREET CON 81369Y407 16,430 8,587 109.49 2,041 9.38 0.8459
2025-10-06 2025-09-30 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 7,843 162 2.11 1,865 11.61 0.8254
2025-07-09 2025-06-30 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 7,681 -1,298 -14.46 1,672 -4.79 0.7732
2025-04-10 2025-03-31 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 8,979 1,767 24.50 1,756 9.62 0.9387
2025-01-14 2024-12-31 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 7,212 219 3.13 1,602 17.38 0.7973
2024-10-08 2024-09-30 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 6,993 137 2.00 1,364 3.96 0.6949
2024-07-11 2024-06-30 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 6,856 87 1.29 1,313 8.61 0.6974
2024-04-11 2024-03-31 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 6,769 461 7.31 1,209 10.62 0.6845
2024-01-22 2023-12-31 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 6,308 67 1.07 1,093 3.41 0.6464
2023-07-10 2023-06-30 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 6,241 -28 -0.45 1,057 16.30 0.6421
2023-04-10 2023-03-31 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 6,269 -56 -0.89 909 6.82 0.5716
2023-01-12 2022-12-31 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 6,325 -1,808 -22.23 851 -25.24 0.5579
2022-10-11 2022-09-30 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 8,133 1,317 19.32 1,137 17.22 0.8114
2022-07-13 2022-06-30 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 6,816 999 17.17 970 -5.37 0.6831
2022-04-12 2022-03-31 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 5,817 -4,508 -43.66 1,025 -50.72 0.6377
2022-01-13 2021-12-31 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 10,325 -1,533 -12.93 2,080 -2.62 1.1968
2021-10-06 2021-09-30 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 11,858 690 6.18 2,136 4.09 1.3140
2021-07-13 2021-06-30 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 11,168 -1,622 -12.68 2,052 -8.84 1.2849
2021-04-12 2021-03-31 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 12,790 -104 -0.81 2,251 5.38 1.4100
2021-01-12 2020-12-31 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 12,894 -11 -0.09 2,136 12.24 1.4198
2020-10-08 2020-09-30 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 12,905 3,532 37.68 1,903 55.60 1.4745
2020-07-09 2020-06-30 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 9,373 2,613 38.65 1,223 95.68 1.0301
2020-04-08 2020-03-31 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 6,760 -2,436 -26.49 625 -46.49 0.6246
2020-01-10 2019-12-31 13F/A-1 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 9,196 -4,034 -30.49 1,168 -26.86 0.7717
2020-01-10 2019-12-31 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 13,230 0 1,597 1,167,244.0761
2019-10-11 2019-09-30 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 13,230 -83 -0.62 1,597 0.63 1.1672
2019-07-24 2019-06-30 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 13,313 4,426 49.80 1,587 56.82 1.1471
2019-04-04 2019-03-31 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 8,887 6,207 231.60 1,012 281.89 0.7567
2019-02-05 2018-12-31 13F/A-3 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2,680 -15,685 -85.41 265 -87.69 0.4166
2019-01-08 2018-12-31 13F/A-1 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 18,365 15,685 2,153 1.4057
2019-01-07 2018-12-31 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2,680 -15,685 265
2018-10-03 2018-09-30 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 18,365 2,607 16.54 2,153 34.90 1.4055
2018-07-05 2018-06-30 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 15,758 0 0.00 1,596 0.00 1.2069
2018-05-11 2018-03-31 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 15,758 429 2.80 1,596 5.49 1.4733
2018-02-05 2017-12-31 13F SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 15,329 15,329 1,513 1.4561
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.