Sequoia Financial Advisors, LLC Financial Sector Spdr Transaction History

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 360,634 shares of XLF stock, worth $17.6 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

360,634

Previous 354,428 1.75%

Holding current value

$17.6 Million

Previous $17.1 Million 4.87%

% of portfolio

0.16%

Previous 0.15%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$47.32 - $52.19 $293,667 - $323,891	6,206 Added 1.75%	360,634 $18 Million
Q4 2024 Feb 07, 2025	BUY	$44.89 - $51.34 $11.8 Million - $13.5 Million	263,195 Added 288.49%	354,428 $17.1 Million
Q3 2024 Oct 21, 2024	BUY	$40.84 - $45.74 $127,257 - $142,525	3,116 Added 3.54%	91,233 $4.13 Million
Q2 2024 Jul 15, 2024	BUY	$39.59 - $42.49 $45,013 - $48,311	1,137 Added 1.31%	88,117 $3.62 Million
Q1 2024 Apr 30, 2024	BUY	$37.27 - $42.12 $641,863 - $725,390	17,222 Added 24.69%	86,980 $3.66 Million
Q4 2023 Jan 25, 2024	SELL	$31.45 - $37.72 $366,707 - $439,815	-11,660 Reduced 14.32%	69,758 $2.62 Million
Q3 2023 Nov 08, 2023	SELL	$33.17 - $35.6 $75,859 - $81,417	-2,287 Reduced 2.73%	81,418 $2.7 Million
Q2 2023 Aug 08, 2023	SELL	$31.55 - $33.71 $325,248 - $347,516	-10,309 Reduced 10.97%	83,705 $2.82 Million
Q1 2023 Apr 24, 2023	BUY	$30.98 - $37.0 $13,786 - $16,465	445 Added 0.48%	94,014 $3.02 Million
Q4 2022 Jan 17, 2023	SELL	$30.29 - $36.31 $48,494 - $58,132	-1,601 Reduced 1.68%	93,569 $0
Q3 2022 Oct 26, 2022	SELL	$30.36 - $35.81 $1.1 Million - $1.29 Million	-36,080 Reduced 27.49%	95,170 $2.89 Million
Q2 2022 Jul 22, 2022	SELL	$30.84 - $38.22 $1.04 Million - $1.29 Million	-33,864 Reduced 20.51%	131,250 $4.13 Million
Q1 2022 May 13, 2022	BUY	$35.66 - $41.42 $1.17 Million - $1.36 Million	32,733 Added 24.73%	165,114 $6.33 Million
Q4 2021 Feb 11, 2022	BUY	$37.54 - $40.62 $4.04 Million - $4.38 Million	107,729 Added 437.0%	132,381 $5.17 Million
Q3 2021 Oct 26, 2021	SELL	$35.11 - $39.0 $2.71 Million - $3.01 Million	-77,121 Reduced 75.78%	24,652 $925,000
Q2 2021 Jul 27, 2021	BUY	$34.47 - $38.47 $908,801 - $1.01 Million	26,365 Added 34.96%	101,773 $3.73 Million
Q1 2021 May 14, 2021	BUY	$28.95 - $34.77 $97,966 - $117,661	3,384 Added 4.7%	75,408 $2.57 Million
Q4 2020 Feb 12, 2021	SELL	$23.61 - $29.48 $112,100 - $139,971	-4,748 Reduced 6.18%	72,024 $2.12 Million
Q3 2020 Oct 23, 2020	BUY	$22.68 - $25.49 $353,513 - $397,312	15,587 Added 25.48%	76,772 $1.85 Million
Q2 2020 Aug 25, 2020	BUY	$19.55 - $26.74 $1.2 Million - $1.64 Million	61,185 New	61,185 $1.42 Million
Q2 2020 Aug 11, 2020	SELL	$19.55 - $26.74 $303,552 - $415,191	-15,527 Closed	0 $1.42 Million
Q1 2020 May 11, 2020	SELL	$17.66 - $31.17 $17,960 - $31,699	-1,017 Reduced 6.15%	15,527 $323,000
Q4 2019 Feb 13, 2020	SELL	$26.78 - $30.94 $20,459 - $23,638	-764 Reduced 4.41%	16,544 $509,000
Q3 2019 Oct 22, 2019	SELL	$27.86 - $28.52 $38,391 - $39,300	-1,378 Reduced 7.37%	17,308 $485,000
Q2 2019 Jul 31, 2019	SELL	N/A	-234 Reduced 1.24%	18,686 $516,000
Q1 2019 May 13, 2019	BUY	N/A	7,798 Added 70.11%	18,920 $486,000
Q4 2018 Feb 14, 2019	BUY	N/A	366 Added 3.4%	11,122 $265,000
Q3 2018 Nov 14, 2018	SELL	N/A	-3,120 Reduced 22.48%	10,756 $297,000
Q2 2018 Aug 14, 2018	BUY	N/A	1 Added 0.01%	13,876 $369,000
Q1 2018 May 14, 2018	BUY	N/A	13,875 New	13,875 $383,000

Others Institutions Holding XLF

# of Institutions

2,080

Shares Held

768M

Call Options Held

260M

Put Options Held

336M

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About FINANCIAL SECTOR SPDR

Ticker XLF
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Sequoia Financial Advisors, LLC Financial Sector Spdr Transaction History