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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.9M	Sell	203,162 -27,515	-12%	-$1.43M	0.05%	210
2026 Q1	$11.4M	Sell	230,677 -22,892	-9%	-$1.19M	0.06%	191
2025 Q4	$13.9M	Sell	253,569 -36,595	-13%	-$1.95M	0.08%	171
2025 Q3	$15.6M	Sell	290,164 -1,709	-0.6%	-$90.6K	0.1%	153
2025 Q2	$15.3M	Sell	291,873 -68,761	-19%	-$3.4M	0.1%	147
2025 Q1	$18M	Buy	360,634 +6,206	+2%	+$311K	0.14%	131
2024 Q4	$17.1M	Buy	354,428 +263,195	+288%	+$12.7M	0.16%	120
2024 Q3	$4.13M	Buy	91,233 +3,116	+4%	+$136K	0.04%	236
2024 Q2	$3.62M	Buy	88,117 +1,137	+1%	+$46.8K	0.04%	235
2024 Q1	$3.66M	Buy	86,980 +17,222	+25%	+$680K	0.05%	233
2023 Q4	$2.62M	Sell	69,758 -11,660	-14%	-$404K	0.03%	301
2023 Q3	$2.7M	Sell	81,418 -2,287	-3%	-$78.8K	0.05%	200
2023 Q2	$2.82M	Sell	83,705 -10,309	-11%	-$336K	0.05%	201
2023 Q1	$3.02M	Buy	94,014 +445	+0.5%	+$15.5K	0.07%	175
2022 Q4	$3.2M	Sell	93,569 -1,601	-2%	-$54.2K	0.08%	161
2022 Q3	$2.89M	Sell	95,170 -36,080	-27%	-$1.19M	0.09%	141
2022 Q2	$4.13M	Sell	131,250 -33,864	-21%	-$1.17M	0.12%	131
2022 Q1	$6.33M	Buy	165,114 +32,733	+25%	+$1.28M	0.16%	110
2021 Q4	$5.17M	Buy	132,381 +107,729	+437%	+$4.23M	0.14%	111
2021 Q3	$925K	Sell	24,652 -77,121	-76%	-$2.89M	0.09%	111
2021 Q2	$3.73M	Buy	101,773 +26,365	+35%	+$964K	0.14%	106
2021 Q1	$2.57M	Buy	75,408 +3,384	+5%	+$109K	0.11%	115
2020 Q4	$2.12M	Sell	72,024 -4,748	-6%	-$127K	0.1%	121
2020 Q3	$1.85M	Buy	76,772 +15,587	+25%	+$379K	0.1%	110
2020 Q2	$1.42M	Buy	61,185 +45,658	+294%	+$1.04M	0.08%	115
2020 Q1	$323K	Sell	15,527 -1,017	-6%	-$28K	0.02%	258
2019 Q4	$509K	Sell	16,544 -764	-4%	-$22.4K	0.03%	217
2019 Q3	$485K	Sell	17,308 -1,378	-7%	-$38K	0.04%	201
2019 Q2	$516K	Sell	18,686 -234	-1%	-$6.34K	0.04%	184
2019 Q1	$486K	Buy	18,920 +7,798	+70%	+$201K	0.04%	188
2018 Q4	$265K	Buy	11,122 +366	+3%	+$9.51K	0.03%	229
2018 Q3	$297K	Sell	10,756 -3,120	-22%	-$87.3K	0.03%	229
2018 Q2	$369K	Buy	13,876 +1	+0%	+$28	0.04%	192
2018 Q1	$383K	Buy	+13,875	New	+$400K	0.04%	190
2015 Q4	–	Sell	-10,854	Closed	-$216K	–	185
2015 Q3	$216K	Sell	10,854 -4,880	-31%	-$103K	0.09%	152
2015 Q2	$337K	Hold	15,734	–	–	0.14%	126
2015 Q1	$333K	Buy	15,734 +49	+0.3%	+$1.04K	0.15%	118
2014 Q4	$341K	Buy	15,685 +399	+3%	+$8.36K	0.23%	96
2014 Q3	$311K	Hold	15,286	–	–	0.22%	108
2014 Q2	$305K	Hold	15,286	–	–	0.23%	99
2014 Q1	$300K	Buy	15,286 +672	+5%	+$12.8K	0.25%	105
2013 Q4	$280K	Buy	+14,614	New	+$269K	0.23%	100

Other funds holding XLF

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 12% in Q2 2026, selling an estimated $1.43M and leaving 203,162 shares worth $10.9M. The position accounts for 0.05% of the portfolio, ranked #210.

Sequoia Financial Advisors first reported a position in XLF in Q4 2013 and has held it in 42 quarters since. The position peaked at $18M in Q1 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Sequoia Financial Advisors held 203,162 shares of State Street Financial Select Sector SPDR ETF worth $10.9M as of Q2 2026.
Sequoia Financial Advisors sold 27,515 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.43M.
State Street Financial Select Sector SPDR ETF made up 0.05% of Sequoia Financial Advisors's portfolio in Q2 2026, its #210 holding.
Sequoia Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and has held it in 42 quarters since.
Sequoia Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $18M in Q1 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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