Sequoia Financial Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Sequoia Financial Advisors’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$539K	Buy	10,609 +3,528	+50%	+$181K	﹤0.01%	1301
2026 Q1	$354K	Sell	7,081 -601	-8%	-$30.1K	﹤0.01%	1467
2025 Q4	$348K	Sell	7,682 -1,298	-14%	-$57.4K	﹤0.01%	1475
2025 Q3	$402K	Buy	8,980 +278	+3%	+$12.6K	﹤0.01%	1240
2025 Q2	$382K	Sell	8,702 -118	-1%	-$5K	﹤0.01%	1139
2025 Q1	$379K	Sell	8,820 -640	-7%	-$28K	﹤0.01%	969
2024 Q4	$398K	Buy	9,460 +508	+6%	+$23.5K	﹤0.01%	895
2024 Q3	$431K	Buy	8,952 +2,310	+35%	+$105K	﹤0.01%	810
2024 Q2	$293K	Sell	6,642 -6	-0.1%	-$271	﹤0.01%	901
2024 Q1	$309K	Sell	6,648 -96	-1%	-$4.13K	﹤0.01%	850
2023 Q4	$288K	Buy	6,744 +674	+11%	+$26.9K	﹤0.01%	951
2023 Q3	$238K	Sell	6,070 -392	-6%	-$16.1K	﹤0.01%	785
2023 Q2	$268K	Buy	+6,462	New	+$257K	﹤0.01%	743
2017 Q2	–	Sell	-10,080	Closed	-$264K	–	303
2017 Q1	$264K	Hold	10,080	–	–	0.03%	222
2016 Q4	$250K	Buy	+10,080	New	+$245K	0.04%	228

Other funds holding XLB

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sequoia Financial Advisors's XLB Position: Q2 2026 in Review

Sequoia Financial Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 50% in Q2 2026, buying an estimated $181K and bringing the position to 10,609 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Sequoia Financial Advisors first reported a position in XLB in Q4 2016 and has held it in 15 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Sequoia Financial Advisors held 10,609 shares of State Street Materials Select Sector SPDR ETF worth $539K as of Q2 2026.
Sequoia Financial Advisors bought 3,528 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $181K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1301 holding.
Sequoia Financial Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2016 and has held it in 15 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.