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Sequoia Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Sequoia Financial Advisors’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Hold
0
– -$40.4K – 1435
2024
Q3 		– Hold
0
– – – 1263

Other funds holding XLU

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.9% in Q2 2026, selling an estimated $193K and leaving 83,362 shares worth $3.78M. The position accounts for 0.02% of the portfolio, ranked #405.

Sequoia Financial Advisors first reported a position in XLU in Q4 2013 and has held it in 51 quarters since. The position peaked at $13.8M in Q4 2024. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Sequoia Financial Advisors held 83,362 shares of State Street Utilities Select Sector SPDR ETF worth $3.78M as of Q2 2026.
  • Sequoia Financial Advisors sold 4,263 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $193K.
  • State Street Utilities Select Sector SPDR ETF made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #405 holding.
  • Sequoia Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2013 and has held it in 51 quarters since.
  • Sequoia Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $13.8M in Q4 2024.
  • 751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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