SFA
XLV icon

Sequoia Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Sequoia Financial Advisors’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.37M Sell
21,213
-7,372
-26% -$1.1M 0.02% 443
2026
Q1 		$4.19M Sell
28,585
-305
-1% -$47K 0.02% 362
2025
Q4 		$4.47M Buy
28,890
+894
+3% +$134K 0.02% 348
2025
Q3 		$3.9M Buy
27,996
+65
+0.2% +$8.8K 0.02% 352
2025
Q2 		$3.76M Sell
27,931
-4,465
-14% -$603K 0.03% 334
2025
Q1 		$4.73M Buy
32,396
+12,323
+61% +$1.79M 0.04% 274
2024
Q4 		$2.76M Sell
20,073
-568
-3% -$83.1K 0.03% 343
2024
Q3 		$3.18M Buy
20,641
+2,048
+11% +$310K 0.03% 280
2024
Q2 		$2.71M Sell
18,593
-1,682
-8% -$241K 0.03% 268
2024
Q1 		$3M Buy
20,275
+2,832
+16% +$406K 0.04% 267
2023
Q4 		$2.38M Buy
17,443
+1,611
+10% +$210K 0.03% 321
2023
Q3 		$2.04M Buy
15,832
+1,195
+8% +$159K 0.04% 229
2023
Q2 		$1.94M Buy
14,637
+3,370
+30% +$444K 0.03% 244
2023
Q1 		$1.46M Sell
11,267
-234
-2% -$30.6K 0.03% 256
2022
Q4 		$1.56M Buy
11,501
+1,968
+21% +$261K 0.04% 226
2022
Q3 		$1.16M Sell
9,533
-5,785
-38% -$745K 0.04% 203
2022
Q2 		$1.96M Sell
15,318
-388
-2% -$50.9K 0.06% 176
2022
Q1 		$2.15M Buy
15,706
+379
+2% +$50.2K 0.05% 187
2021
Q4 		$2.16M Buy
15,327
+12,440
+431% +$1.65M 0.06% 173
2021
Q3 		$368K Sell
2,887
-7,429
-72% -$982K 0.04% 181
2021
Q2 		$1.3M Sell
10,316
-387
-4% -$47.4K 0.05% 180
2021
Q1 		$1.25M Sell
10,703
-184
-2% -$21.2K 0.05% 170
2020
Q4 		$1.24M Buy
10,887
+805
+8% +$87.9K 0.06% 165
2020
Q3 		$1.06M Buy
10,082
+2,014
+25% +$212K 0.06% 162
2020
Q2 		$807K Buy
8,068
+4,176
+107% +$412K 0.05% 173
2020
Q1 		$345K Buy
3,892
+100
+3% +$9.71K 0.03% 243
2019
Q4 		$386K Buy
3,792
+51
+1% +$4.9K 0.02% 258
2019
Q3 		$337K Sell
3,741
-90
-2% -$8.22K 0.02% 261
2019
Q2 		$355K Sell
3,831
-121
-3% -$10.9K 0.03% 255
2019
Q1 		$363K Buy
3,952
+337
+9% +$30.4K 0.03% 243
2018
Q4 		$313K Buy
3,615
+1
+0% +$91 0.04% 199
2018
Q3 		$344K Buy
+3,614
New +$326K 0.03% 209

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 26% in Q2 2026, selling an estimated $1.1M and leaving 21,213 shares worth $3.37M. The position accounts for 0.02% of the portfolio, ranked #443.

Sequoia Financial Advisors first reported a position in XLV in Q3 2018 and has held it in 32 quarters since. The position peaked at $4.73M in Q1 2025. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Sequoia Financial Advisors held 21,213 shares of State Street Health Care Select Sector SPDR ETF worth $3.37M as of Q2 2026.
  • Sequoia Financial Advisors sold 7,372 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.1M.
  • State Street Health Care Select Sector SPDR ETF made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #443 holding.
  • Sequoia Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2018 and has held it in 32 quarters since.
  • Sequoia Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $4.73M in Q1 2025.
  • 1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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