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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
2025
Q4 		– Sell
-400
Closed -$47.3K – 1997
2025
Q3 		$47.3K Buy
+400
New +$44.5K ﹤0.01% 1717

Other funds holding XLC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 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. 524 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.
  • 524 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.