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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.2M	Sell	71,332 -3,683	-5%	-$640K	0.07%	185
2026 Q1	$12.1M	Sell	75,015 -3,288	-4%	-$552K	0.07%	182
2025 Q4	$12.1M	Sell	78,303 -180	-0.2%	-$27.7K	0.07%	185
2025 Q3	$12.1M	Buy	78,483 +810	+1%	+$123K	0.07%	176
2025 Q2	$11.5M	Sell	77,673 -2,980	-4%	-$407K	0.08%	175
2025 Q1	$10.6M	Sell	80,653 -77,300	-49%	-$10.4M	0.08%	181
2024 Q4	$20.8M	Buy	157,953 +91,126	+136%	+$12.6M	0.2%	107
2024 Q3	$9.05M	Sell	66,827 -8,157	-11%	-$1.04M	0.1%	160
2024 Q2	$9.14M	Sell	74,984 -856	-1%	-$105K	0.11%	141
2024 Q1	$9.55M	Sell	75,840 -4,215	-5%	-$496K	0.12%	141
2023 Q4	$9.13M	Sell	80,055 -1,301	-2%	-$137K	0.11%	159
2023 Q3	$8.25M	Sell	81,356 -651	-0.8%	-$69.7K	0.14%	113
2023 Q2	$8.8M	Sell	82,007 -1,902	-2%	-$191K	0.15%	113
2023 Q1	$8.49M	Sell	83,909 -1,248	-1%	-$126K	0.19%	104
2022 Q4	$8.36M	Sell	85,157 -712	-0.8%	-$67.8K	0.21%	102
2022 Q3	$7.11M	Sell	85,869 -6,099	-7%	-$562K	0.22%	89
2022 Q2	$8.03M	Sell	91,968 -3,248	-3%	-$306K	0.23%	87
2022 Q1	$9.8M	Sell	95,216 -2,929	-3%	-$298K	0.25%	84
2021 Q4	$10.4M	Buy	98,145 +8,720	+10%	+$906K	0.28%	73
2021 Q3	$8.75M	Sell	89,425 -10,928	-11%	-$1.12M	0.89%	26
2021 Q2	$10.3M	Buy	100,353 +1,110	+1%	+$114K	0.37%	47
2021 Q1	$9.77M	Sell	99,243 -3,349	-3%	-$307K	0.41%	42
2020 Q4	$9.09M	Sell	102,592 -3,142	-3%	-$265K	0.42%	37
2020 Q3	$8.14M	Sell	105,734 -3,463	-3%	-$259K	0.43%	37
2020 Q2	$7.5M	Sell	109,197 -1,736	-2%	-$113K	0.44%	36
2020 Q1	$6.55M	Sell	110,933 -7,413	-6%	-$559K	0.48%	27
2019 Q4	$9.64M	Sell	118,346 -5,289	-4%	-$422K	0.61%	23
2019 Q3	$9.6M	Sell	123,635 -1,901	-2%	-$146K	0.7%	22
2019 Q2	$9.72M	Sell	125,536 -1,247	-1%	-$94.8K	0.72%	22
2019 Q1	$9.51M	Sell	126,783 -2,367	-2%	-$171K	0.78%	22
2018 Q4	$8.32M	Sell	129,150 -7,094	-5%	-$503K	0.96%	20
2018 Q3	$10.7M	Sell	136,244 -22	-0%	-$1.68K	1.06%	17
2018 Q2	$9.76M	Sell	136,266 -108	-0.1%	-$8.01K	1.04%	17
2018 Q1	$10.1M	Sell	136,374 -16,783	-11%	-$1.29M	1.07%	17
2017 Q4	$11.6M	Sell	153,157 -208	-0.1%	-$15.1K	1.22%	17
2017 Q3	$10.9M	Sell	153,365 -4,219	-3%	-$290K	1.29%	15
2017 Q2	$10.7M	Sell	157,584 -3,413	-2%	-$228K	1.33%	15
2017 Q1	$10.5M	Sell	160,997 -1,479	-0.9%	-$95.6K	1.33%	16
2016 Q4	$10.1M	Buy	+162,476	New	+$9.79M	1.45%	16

Other funds holding XLI

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.9% in Q2 2026, selling an estimated $640K and leaving 71,332 shares worth $13.2M. The position accounts for 0.07% of the portfolio, ranked #185.

Sequoia Financial Advisors first reported a position in XLI in Q4 2016 and has held it in 39 quarters since. The position peaked at $20.8M in Q4 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Sequoia Financial Advisors held 71,332 shares of State Street Industrial Select Sector SPDR ETF worth $13.2M as of Q2 2026.
Sequoia Financial Advisors sold 3,683 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $640K.
State Street Industrial Select Sector SPDR ETF made up 0.07% of Sequoia Financial Advisors's portfolio in Q2 2026, its #185 holding.
Sequoia Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
Sequoia Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $20.8M in Q4 2024.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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