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

Sequoia Financial Advisors’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Hold
0
– -$19.2K – 1302
2023
Q4 		– Hold
0
– – – 1191

Other funds holding XLK

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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. 1,377 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.
  • 1,377 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.