Sequoia Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.5M | Sell |
107,548
-9,045
| -8% | -$1.55M | 0.1% | 138 |
|
|
2026
Q1 | $15.5M | Sell |
116,593
-3,056
| -3% | -$431K | 0.09% | 157 |
|
|
2025
Q4 | $17.2M | Buy |
119,649
+18,821
| +19% | +$2.72M | 0.1% | 146 |
|
|
2025
Q3 | $14.2M | Buy |
100,828
+23,156
| +30% | +$3.07M | 0.09% | 162 |
|
|
2025
Q2 | $9.83M | Buy |
77,672
+2,114
| +3% | +$235K | 0.07% | 192 |
|
|
2025
Q1 | $7.8M | Buy |
75,558
+11,202
| +17% | +$1.27M | 0.06% | 220 |
|
|
2024
Q4 | $7.48M | Buy |
64,356
+11,028
| +21% | +$1.28M | 0.07% | 207 |
|
|
2024
Q3 | $6.02M | Buy |
53,328
+1,910
| +4% | +$210K | 0.06% | 201 |
|
|
2024
Q2 | $5.82M | Buy |
51,418
+3,258
| +7% | +$343K | 0.07% | 176 |
|
|
2024
Q1 | $5.02M | Buy |
48,160
+1,854
| +4% | +$187K | 0.06% | 198 |
|
|
2023
Q4 | $4.46M | Buy |
46,306
+9,394
| +25% | +$836K | 0.06% | 221 |
|
|
2023
Q3 | $3.03M | Sell |
36,912
-476
| -1% | -$40.8K | 0.05% | 189 |
|
|
2023
Q2 | $3.25M | Buy |
37,388
+8,964
| +32% | +$707K | 0.06% | 189 |
|
|
2023
Q1 | $2.15M | Sell |
28,424
-344
| -1% | -$23.7K | 0.05% | 209 |
|
|
2022
Q4 | $1.79M | Sell |
28,768
-1,756
| -6% | -$112K | 0.04% | 210 |
|
|
2022
Q3 | $1.81M | Sell |
30,524
-3,910
| -11% | -$267K | 0.06% | 160 |
|
|
2022
Q2 | $2.19M | Buy |
34,434
+1,184
| +4% | +$82.5K | 0.06% | 164 |
|
|
2022
Q1 | $2.64M | Sell |
33,250
-860
| -3% | -$67.5K | 0.07% | 161 |
|
|
2021
Q4 | $2.96M | Buy |
+34,110
| New | +$2.81M | 0.08% | 145 |
|
|
2021
Q3 | – | Sell |
-25,114
| Closed | -$1.85M | – | 470 |
|
|
2021
Q2 | $1.85M | Buy |
25,114
+884
| +4% | +$61.9K | 0.07% | 158 |
|
|
2021
Q1 | $1.61M | Sell |
24,230
-2,360
| -9% | -$156K | 0.07% | 148 |
|
|
2020
Q4 | $1.73M | Buy |
26,590
+3,674
| +16% | +$224K | 0.08% | 135 |
|
|
2020
Q3 | $1.34M | Buy |
22,916
+15,364
| +203% | +$868K | 0.07% | 141 |
|
|
2020
Q2 | $395K | Buy |
+7,552
| New | +$355K | 0.02% | 248 |
|
|
2020
Q1 | – | Sell |
-7,004
| Closed | -$321K | – | 418 |
|
|
2019
Q4 | $321K | Buy |
7,004
+250
| +4% | +$10.7K | 0.02% | 289 |
|
|
2019
Q3 | $272K | Sell |
6,754
-126
| -2% | -$5.04K | 0.02% | 295 |
|
|
2019
Q2 | $268K | Sell |
6,880
-302
| -4% | -$11.5K | 0.02% | 298 |
|
|
2019
Q1 | $266K | Buy |
+7,182
| New | +$246K | 0.02% | 295 |
|
|
2018
Q4 | – | Sell |
-5,708
| Closed | -$215K | – | 335 |
|
|
2018
Q3 | $215K | Buy |
+5,708
| New | +$209K | 0.02% | 291 |
|
|
2018
Q1 | – | Sell |
-6,326
| Closed | -$202K | – | 329 |
|
|
2017
Q4 | $202K | Buy |
+6,326
| New | +$198K | 0.02% | 287 |
|
|
2015
Q4 | – | Sell |
-10,134
| Closed | -$200K | – | 186 |
|
|
2015
Q3 | $200K | Sell |
10,134
-4,814
| -32% | -$99.2K | 0.09% | 162 |
|
|
2015
Q2 | $309K | Buy |
14,948
+4,764
| +47% | +$102K | 0.13% | 134 |
|
|
2015
Q1 | $211K | Buy |
10,184
+50
| +0.5% | +$1.04K | 0.1% | 168 |
|
|
2014
Q4 | $210K | Sell |
10,134
-450
| -4% | -$9.12K | 0.14% | 145 |
|
|
2014
Q3 | $211K | Buy |
10,584
+100
| +1% | +$1.98K | 0.15% | 151 |
|
|
2014
Q2 | $201K | Buy |
+10,484
| New | +$194K | 0.15% | 153 |
|
Other funds holding XLK
Sequoia Financial Advisors's XLK Position: Q2 2026 in Review
Sequoia Financial Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.8% in Q2 2026, selling an estimated $1.55M and leaving 107,548 shares worth $20.5M. The position accounts for 0.1% of the portfolio, ranked #138.
Sequoia Financial Advisors first reported a position in XLK in Q2 2014 and has held it in 36 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- Sequoia Financial Advisors held 107,548 shares of State Street Technology Select Sector SPDR ETF worth $20.5M as of Q2 2026.
- Sequoia Financial Advisors sold 9,045 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.55M.
- State Street Technology Select Sector SPDR ETF made up 0.1% of Sequoia Financial Advisors's portfolio in Q2 2026, its #138 holding.
- Sequoia Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2014 and has held it in 36 quarters since.
- 2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.