Sequoia Financial Advisors, LLC Technology Sector Spdr Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 32,178 shares of XLK stock, worth $7.79 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

32,178

Previous 26,664 20.68%

Holding current value

$7.79 Million

Previous $6.02 Million 24.31%

% of portfolio

0.06%

Previous 0.07%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$220.26 - $241.44 $1.21 Million - $1.33 Million	5,514 Added 20.68%	32,178 $7.48 Million
Q3 2024 Oct 21, 2024	BUY	$197.34 - $237.68 $188,459 - $226,984	955 Added 3.71%	26,664 $6.02 Million
Q2 2024 Jul 15, 2024	BUY	$192.53 - $231.41 $313,631 - $376,966	1,629 Added 6.76%	25,709 $5.82 Million
Q1 2024 Apr 30, 2024	BUY	$184.12 - $211.02 $170,679 - $195,615	927 Added 4.0%	24,080 $5.02 Million
Q4 2023 Jan 25, 2024	BUY	$160.19 - $193.07 $752,412 - $906,849	4,697 Added 25.45%	23,153 $4.46 Million
Q3 2023 Nov 08, 2023	SELL	$161.97 - $180.26 $38,548 - $42,901	-238 Reduced 1.27%	18,456 $3.03 Million
Q2 2023 Aug 08, 2023	BUY	$143.97 - $174.63 $645,273 - $782,691	4,482 Added 31.54%	18,694 $3.25 Million
Q1 2023 Apr 24, 2023	SELL	$121.18 - $151.01 $20,842 - $25,973	-172 Reduced 1.2%	14,212 $2.15 Million
Q4 2022 Feb 10, 2023	SELL	$116.56 - $136.15 $70,052 - $81,826	-601 Reduced 4.01%	14,384 $1.79 Million
Q4 2022 Jan 17, 2023	SELL	$116.56 - $136.15 $32,287 - $37,713	-277 Reduced 1.81%	14,985 $0
Q3 2022 Oct 26, 2022	SELL	$118.78 - $151.56 $232,214 - $296,299	-1,955 Reduced 11.36%	15,262 $1.81 Million
Q2 2022 Jul 22, 2022	BUY	$123.49 - $161.47 $73,106 - $95,590	592 Added 3.56%	17,217 $2.19 Million
Q1 2022 May 13, 2022	SELL	$141.39 - $175.52 $60,797 - $75,473	-430 Reduced 2.52%	16,625 $2.64 Million
Q4 2021 Feb 11, 2022	BUY	$148.06 - $176.65 $2.53 Million - $3.01 Million	17,055 New	17,055 $2.97 Million
Q3 2021 Oct 26, 2021	SELL	$147.91 - $159.7 $1.86 Million - $2.01 Million	-12,557 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$131.31 - $147.82 $58,039 - $65,336	442 Added 3.65%	12,557 $1.85 Million
Q1 2021 May 14, 2021	SELL	$125.83 - $138.59 $148,479 - $163,536	-1,180 Reduced 8.88%	12,115 $1.61 Million
Q4 2020 Feb 12, 2021	BUY	$110.86 - $130.52 $203,649 - $239,765	1,837 Added 16.03%	13,295 $1.73 Million
Q3 2020 Oct 23, 2020	BUY	$104.66 - $127.03 $803,998 - $975,844	7,682 Added 203.44%	11,458 $1.34 Million
Q2 2020 Aug 25, 2020	BUY	$76.54 - $104.63 $289,015 - $395,082	3,776 New	3,776 $395,000
Q2 2020 Aug 11, 2020	BUY	$76.54 - $104.63 $0 - $0	0 New	0 $395,000
Q1 2020 May 11, 2020	SELL	$70.4 - $102.79 $246,540 - $359,970	-3,502 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$78.28 - $91.92 $9,785 - $11,490	125 Added 3.7%	3,502 $321,000
Q3 2019 Oct 22, 2019	SELL	$79.69 - $81.76 $5,020 - $5,150	-63 Reduced 1.83%	3,377 $272,000
Q2 2019 Jul 31, 2019	SELL	N/A	-151 Reduced 4.2%	3,440 $268,000
Q1 2019 May 13, 2019	BUY	N/A	3,591 New	3,591 $266,000
Q4 2018 Feb 14, 2019	SELL	N/A	-2,854 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	2,854 New	2,854 $215,000
Q1 2018 May 14, 2018	SELL	N/A	-3,163 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	N/A	3,163	3,163 $202,000

Others Institutions Holding XLK

# of Institutions

2,394

Shares Held

182M

Call Options Held

13.7M

Put Options Held

18M

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About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

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Sequoia Financial Advisors, LLC Technology Sector Spdr Transaction History