Sequoia Financial Advisors, LLC Financial Sector Spdr Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

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 354,428 shares of XLF stock, worth $17.4 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

354,428

Previous 91,233 288.49%

Holding current value

$17.4 Million

Previous $4.13 Million 314.34%

% of portfolio

0.15%

Previous 0.05%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,042

Shares Held

761M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Account

Sequoia Financial Advisors, LLC Financial Sector Spdr Transaction History