Sequoia Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.5M | Buy |
141,274
+4,698
| +3% | +$269K | 0.04% | 268 |
|
|
2026
Q1 | $8.37M | Sell |
136,576
-222
| -0.2% | -$11.9K | 0.05% | 229 |
|
|
2025
Q4 | $6.12M | Sell |
136,798
-19,936
| -13% | -$888K | 0.03% | 283 |
|
|
2025
Q3 | $7M | Buy |
156,734
+5,528
| +4% | +$242K | 0.04% | 249 |
|
|
2025
Q2 | $6.41M | Buy |
151,206
+38,796
| +35% | +$1.62M | 0.04% | 243 |
|
|
2025
Q1 | $5.25M | Buy |
112,410
+21,030
| +23% | +$948K | 0.04% | 265 |
|
|
2024
Q4 | $3.91M | Buy |
91,380
+6,896
| +8% | +$313K | 0.04% | 287 |
|
|
2024
Q3 | $3.71M | Buy |
84,484
+3,254
| +4% | +$145K | 0.04% | 259 |
|
|
2024
Q2 | $3.7M | Buy |
81,230
+1,452
| +2% | +$67.6K | 0.04% | 228 |
|
|
2024
Q1 | $3.77M | Buy |
79,778
+1,430
| +2% | +$61.4K | 0.05% | 228 |
|
|
2023
Q4 | $3.28M | Buy |
78,348
+2,506
| +3% | +$107K | 0.04% | 263 |
|
|
2023
Q3 | $3.43M | Sell |
75,842
-2,916
| -4% | -$128K | 0.06% | 184 |
|
|
2023
Q2 | $3.2M | Sell |
78,758
-36,748
| -32% | -$1.5M | 0.05% | 193 |
|
|
2023
Q1 | $4.78M | Sell |
115,506
-980
| -0.8% | -$41.9K | 0.11% | 143 |
|
|
2022
Q4 | $5.09M | Buy |
116,486
+5,600
| +5% | +$244K | 0.13% | 136 |
|
|
2022
Q3 | $3.99M | Sell |
110,886
-10,758
| -9% | -$407K | 0.13% | 127 |
|
|
2022
Q2 | $4.35M | Sell |
121,644
-8,388
| -6% | -$337K | 0.12% | 127 |
|
|
2022
Q1 | $4.97M | Buy |
130,032
+34,240
| +36% | +$1.19M | 0.12% | 117 |
|
|
2021
Q4 | $2.66M | Buy |
95,792
+65,016
| +211% | +$1.84M | 0.07% | 157 |
|
|
2021
Q3 | $802K | Sell |
30,776
-56,908
| -65% | -$1.41M | 0.08% | 122 |
|
|
2021
Q2 | $2.36M | Buy |
87,684
+16,338
| +23% | +$425K | 0.09% | 137 |
|
|
2021
Q1 | $1.75M | Sell |
71,346
-360
| -0.5% | -$8.3K | 0.07% | 143 |
|
|
2020
Q4 | $1.36M | Buy |
71,706
+12,212
| +21% | +$210K | 0.06% | 153 |
|
|
2020
Q3 | $891K | Buy |
59,494
+6,304
| +12% | +$112K | 0.05% | 178 |
|
|
2020
Q2 | $1.01M | Buy |
53,190
+26,520
| +99% | +$493K | 0.06% | 144 |
|
|
2020
Q1 | $388K | Buy |
+26,670
| New | +$633K | 0.03% | 224 |
|
|
2018
Q3 | – | Sell |
-7,636
| Closed | -$290K | – | 332 |
|
|
2018
Q2 | $290K | Buy |
+7,636
| New | +$284K | 0.03% | 237 |
|
|
2016
Q1 | – | Sell |
-7,482
| Closed | -$226K | – | 216 |
|
|
2015
Q4 | $226K | Sell |
7,482
-928
| -11% | -$30.5K | 0.09% | 152 |
|
|
2015
Q3 | $257K | Buy |
8,410
+14
| +0.2% | +$472 | 0.11% | 137 |
|
|
2015
Q2 | $316K | Buy |
8,396
+30
| +0.4% | +$1.19K | 0.13% | 131 |
|
|
2015
Q1 | $324K | Buy |
8,366
+1,804
| +27% | +$69.9K | 0.15% | 120 |
|
|
2014
Q4 | $260K | Sell |
6,562
-118
| -2% | -$4.91K | 0.18% | 124 |
|
|
2014
Q3 | $303K | Hold |
6,680
| – | – | 0.21% | 111 |
|
|
2014
Q2 | $334K | Sell |
6,680
-1,612
| -19% | -$76.3K | 0.25% | 91 |
|
|
2014
Q1 | $369K | Buy |
8,292
+200
| +2% | +$8.63K | 0.31% | 87 |
|
|
2013
Q4 | $358K | Buy |
+8,092
| New | +$348K | 0.3% | 88 |
|
Other funds holding XLE
Sequoia Financial Advisors's XLE Position: Q2 2026 in Review
Sequoia Financial Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.4% in Q2 2026, buying an estimated $269K and bringing the position to 141,274 shares worth $7.5M. The position accounts for 0.04% of the portfolio, ranked #268.
Sequoia Financial Advisors first reported a position in XLE in Q4 2013 and has held it in 36 quarters since. The position peaked at $8.37M in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Sequoia Financial Advisors held 141,274 shares of State Street Energy Select Sector SPDR ETF worth $7.5M as of Q2 2026.
- Sequoia Financial Advisors bought 4,698 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $269K.
- State Street Energy Select Sector SPDR ETF made up 0.04% of Sequoia Financial Advisors's portfolio in Q2 2026, its #268 holding.
- Sequoia Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and has held it in 36 quarters since.
- Sequoia Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $8.37M in Q1 2026.
- 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.