Sequoia Financial Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.28M	Sell	19,437 -7,584	-28%	-$885K	0.01%	585
2026 Q1	$2.94M	Buy	27,021 +1,613	+6%	+$189K	0.02%	468
2025 Q4	$3.03M	Sell	25,408 -4,090	-14%	-$485K	0.02%	449
2025 Q3	$3.53M	Buy	29,498 +6,986	+31%	+$799K	0.02%	378
2025 Q2	$2.45M	Sell	22,512 -132,470	-85%	-$13.5M	0.02%	424
2025 Q1	$15.3M	Buy	154,982 +147,520	+1,977%	+$16M	0.12%	151
2024 Q4	$837K	Buy	7,462 +1,036	+16%	+$111K	0.01%	635
2024 Q3	$644K	Buy	6,426 +120	+2%	+$11.2K	0.01%	669
2024 Q2	$575K	Buy	6,306 +166	+3%	+$14.7K	0.01%	642
2024 Q1	$564K	Sell	6,140 -1,230	-17%	-$110K	0.01%	648
2023 Q4	$659K	Buy	7,370 +3,186	+76%	+$264K	0.01%	659
2023 Q3	$337K	Buy	4,184 +82	+2%	+$6.93K	0.01%	646
2023 Q2	$348K	Buy	+4,102	New	+$314K	0.01%	642
2022 Q4	–	Sell	-3,988	Closed	-$284K	–	816
2022 Q3	$284K	Sell	3,988 -870	-18%	-$68.1K	0.01%	398
2022 Q2	$334K	Sell	4,858 -162	-3%	-$12.8K	0.01%	411
2022 Q1	$464K	Buy	5,020 +616	+14%	+$56.4K	0.01%	372
2021 Q4	$450K	Buy	4,404 +1,464	+50%	+$146K	0.01%	348
2021 Q3	$264K	Sell	2,940 -1,324	-31%	-$120K	0.03%	221
2021 Q2	$381K	Buy	4,264 +224	+6%	+$19.5K	0.01%	323
2021 Q1	$340K	Buy	+4,040	New	+$336K	0.01%	314
2018 Q2	–	Sell	-7,112	Closed	-$360K	–	330
2018 Q1	$360K	Buy	7,112 +368	+5%	+$19.2K	0.04%	204
2017 Q4	$333K	Buy	+6,744	New	+$317K	0.04%	213

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 28% in Q2 2026, selling an estimated $885K and leaving 19,437 shares worth $2.28M. The position accounts for 0.01% of the portfolio, ranked #585.

Sequoia Financial Advisors first reported a position in XLY in Q4 2017 and has held it in 22 quarters since. The position peaked at $15.3M in Q1 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Sequoia Financial Advisors held 19,437 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.28M as of Q2 2026.
Sequoia Financial Advisors sold 7,584 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $885K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #585 holding.
Sequoia Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and has held it in 22 quarters since.
Sequoia Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $15.3M in Q1 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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