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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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