Sequoia Financial Advisors’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.6M Sell
97,879
-77,478
-44% -$8.41M 0.07% 182
2025
Q1
$16.9M Sell
175,357
-96,180
-35% -$9.28M 0.13% 136
2024
Q4
$26.3M Buy
+271,537
New +$26.3M 0.25% 88