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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
2025
Q4 		– Sell
-800
Closed -$95.9K – 1998
2025
Q3 		$95.9K Buy
+800
New +$91.5K ﹤0.01% 1690

Other funds holding XLY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 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

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. 613 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.
  • 613 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.