SFA
Sequoia Financial Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
77,673
-2,980
| -4% | -$440K | 0.08% | 174 |
|
|
2025
Q1 | $10.6M | Sell |
80,653
-77,300
| -49% | -$10.1M | 0.08% | 180 |
|
|
2024
Q4 | $20.8M | Buy |
157,953
+91,126
| +136% | +$12M | 0.2% | 107 |
|
|
2024
Q3 | $9.05M | Sell |
66,827
-8,157
| -11% | -$1.1M | 0.1% | 160 |
|
|
2024
Q2 | $9.14M | Sell |
74,984
-856
| -1% | -$104K | 0.11% | 141 |
|
|
2024
Q1 | $9.55M | Sell |
75,840
-4,215
| -5% | -$531K | 0.12% | 141 |
|
|
2023
Q4 | $9.13M | Sell |
80,055
-1,301
| -2% | -$148K | 0.11% | 159 |
|
|
2023
Q3 | $8.25M | Sell |
81,356
-651
| -0.8% | -$66K | 0.14% | 113 |
|
|
2023
Q2 | $8.8M | Sell |
82,007
-1,902
| -2% | -$204K | 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% | -$69.9K | 0.21% | 102 |
|
|
2022
Q3 | $7.11M | Sell |
85,869
-6,099
| -7% | -$505K | 0.22% | 89 |
|
|
2022
Q2 | $8.03M | Sell |
91,968
-3,248
| -3% | -$284K | 0.23% | 87 |
|
|
2022
Q1 | $9.81M | Sell |
95,216
-2,929
| -3% | -$302K | 0.25% | 84 |
|
|
2021
Q4 | $10.4M | Buy |
98,145
+8,720
| +10% | +$923K | 0.28% | 73 |
|
|
2021
Q3 | $8.75M | Sell |
89,425
-10,928
| -11% | -$1.07M | 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% | -$330K | 0.41% | 42 |
|
|
2020
Q4 | $9.09M | Sell |
102,592
-3,142
| -3% | -$278K | 0.42% | 37 |
|
|
2020
Q3 | $8.14M | Sell |
105,734
-3,463
| -3% | -$267K | 0.43% | 37 |
|
|
2020
Q2 | $7.5M | Sell |
109,197
-1,736
| -2% | -$119K | 0.44% | 36 |
|
|
2020
Q1 | $6.55M | Sell |
110,933
-7,413
| -6% | -$437K | 0.48% | 27 |
|
|
2019
Q4 | $9.64M | Sell |
118,346
-5,289
| -4% | -$431K | 0.61% | 23 |
|
|
2019
Q3 | $9.6M | Sell |
123,635
-1,901
| -2% | -$148K | 0.7% | 22 |
|
|
2019
Q2 | $9.72M | Sell |
125,536
-1,247
| -1% | -$96.5K | 0.72% | 22 |
|
|
2019
Q1 | $9.51M | Sell |
126,783
-2,367
| -2% | -$178K | 0.78% | 22 |
|
|
2018
Q4 | $8.32M | Sell |
129,150
-7,094
| -5% | -$457K | 0.96% | 20 |
|
|
2018
Q3 | $10.7M | Sell |
136,244
-22
| -0% | -$1.73K | 1.06% | 17 |
|
|
2018
Q2 | $9.76M | Sell |
136,266
-108
| -0.1% | -$7.74K | 1.04% | 17 |
|
|
2018
Q1 | $10.1M | Sell |
136,374
-16,783
| -11% | -$1.25M | 1.07% | 17 |
|
|
2017
Q4 | $11.6M | Sell |
153,157
-208
| -0.1% | -$15.7K | 1.22% | 17 |
|
|
2017
Q3 | $10.9M | Sell |
153,365
-4,219
| -3% | -$300K | 1.29% | 15 |
|
|
2017
Q2 | $10.7M | Sell |
157,584
-3,413
| -2% | -$232K | 1.33% | 15 |
|
|
2017
Q1 | $10.5M | Sell |
160,997
-1,479
| -0.9% | -$96.2K | 1.33% | 16 |
|
|
2016
Q4 | $10.1M | Buy |
+162,476
| New | +$10.1M | 1.45% | 16 |
|