Sequoia Financial Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.79M	Sell	34,078 -511	-1%	-$43K	0.02%	485
2025 Q4	$2.69M	Sell	34,589 -23	-0.1%	-$1.79K	0.02%	489
2025 Q3	$2.71M	Buy	34,612 +2,081	+6%	+$168K	0.02%	444
2025 Q2	$2.63M	Buy	32,531 +4,690	+17%	+$381K	0.02%	403
2025 Q1	$2.27M	Sell	27,841 -4,879	-15%	-$389K	0.02%	401
2024 Q4	$2.57M	Buy	32,720 +19,509	+148%	+$1.58M	0.02%	360
2024 Q3	$1.1M	Buy	13,211 +1,041	+9%	+$83.6K	0.01%	512
2024 Q2	$932K	Sell	12,170 -1,632	-12%	-$124K	0.01%	494
2024 Q1	$1.05M	Buy	13,802 +311	+2%	+$23K	0.01%	460
2023 Q4	$972K	Sell	13,491 -162	-1%	-$11.2K	0.01%	534
2023 Q3	$939K	Sell	13,653 -633	-4%	-$46.3K	0.02%	353
2023 Q2	$1.06M	Sell	14,286 -396	-3%	-$29.7K	0.02%	338
2023 Q1	$1.1M	Buy	14,682 +1,211	+9%	+$88.6K	0.02%	297
2022 Q4	$1M	Buy	13,471 +5,199	+63%	+$379K	0.02%	290
2022 Q3	$552K	Sell	8,272 -5,882	-42%	-$431K	0.02%	283
2022 Q2	$1.02M	Buy	14,154 +1,453	+11%	+$109K	0.03%	231
2022 Q1	$964K	Buy	12,701 +2,092	+20%	+$158K	0.02%	262
2021 Q4	$818K	Buy	10,609 +6,819	+180%	+$494K	0.02%	254
2021 Q3	$261K	Sell	3,790 -5,056	-57%	-$360K	0.03%	224
2021 Q2	$619K	Sell	8,846 -589	-6%	-$41.2K	0.02%	249
2021 Q1	$645K	Hold	9,435	–	–	0.03%	226
2020 Q4	$636K	Sell	9,435 -116	-1%	-$7.67K	0.03%	218
2020 Q3	$612K	Buy	9,551 +116	+1%	+$7.33K	0.03%	202
2020 Q2	$553K	Buy	9,435 +4,630	+96%	+$270K	0.03%	206
2020 Q1	$262K	Hold	4,805	–	–	0.02%	287
2019 Q4	$303K	Hold	4,805	–	–	0.02%	297
2019 Q3	$295K	Buy	+4,805	New	+$289K	0.02%	283
2019 Q1	–	Sell	-5,350	Closed	-$272K	–	377
2018 Q4	$272K	Hold	5,350	–	–	0.03%	222
2018 Q3	$289K	Buy	+5,350	New	+$287K	0.03%	233
2018 Q1	–	Sell	-6,520	Closed	-$371K	–	330
2017 Q4	$371K	Buy	+6,520	New	+$358K	0.04%	201
2017 Q3	–	Sell	-6,261	Closed	-$344K	–	307
2017 Q2	$344K	Buy	+6,261	New	+$348K	0.04%	192