Sequoia Financial Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.64M	Sell	43,286 -2,940	-6%	-$335K	0.02%	366
2026 Q1	$5.12M	Sell	46,226 -9,129	-16%	-$1.06M	0.03%	320
2025 Q4	$6.52M	Sell	55,355 -15,090	-21%	-$1.74M	0.04%	272
2025 Q3	$8.34M	Sell	70,445 -27,434	-28%	-$3.05M	0.05%	219
2025 Q2	$10.6M	Sell	97,879 -77,478	-44%	-$7.63M	0.07%	183
2025 Q1	$16.9M	Sell	175,357 -96,180	-35%	-$9.61M	0.13%	137
2024 Q4	$26.3M	Buy	+271,537	New	+$25.9M	0.25%	88

Other funds holding XLC

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Squarepoint New York $90.5B AUM 33.95% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 6.4% in Q2 2026, selling an estimated $335K and leaving 43,286 shares worth $4.64M. The position accounts for 0.02% of the portfolio, ranked #366.

Sequoia Financial Advisors first reported a position in XLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.3M in Q4 2024. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Sequoia Financial Advisors held 43,286 shares of State Street Communication Services Select Sector SPDR ETF worth $4.64M as of Q2 2026.
Sequoia Financial Advisors sold 2,940 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $335K.
State Street Communication Services Select Sector SPDR ETF made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #366 holding.
Sequoia Financial Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Sequoia Financial Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $26.3M in Q4 2024.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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