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Sequoia Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sequoia Financial Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-100
Closed -$285 – 2258
2026
Q1 		$285 Buy
+100
New +$5.36K ﹤0.01% 1920

Other funds holding XLE

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

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. 386 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.
  • 386 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.