SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 136,798 Value ($000) $6,116 Avg Close — Range —
Q3 2025
Shares 78,367 Value ($000) $7,001 Avg Close — Range —
Q2 2025
Shares 75,603 Value ($000) $6,412 Avg Close — Range —
Q1 2025
Shares 56,205 Value ($000) $5,252 Avg Close — Range —
Q4 2024
Shares 45,690 Value ($000) $3,914 Avg Close — Range —
Q3 2024
Shares 42,242 Value ($000) $3,709 Avg Close — Range —
Q2 2024
Shares 40,615 Value ($000) $3,702 Avg Close — Range —
Q1 2024
Shares 39,889 Value ($000) $3,766 Avg Close — Range —
Q4 2023
Shares 39,174 Value ($000) $3,284 Avg Close — Range —
Q3 2023
Shares 37,921 Value ($000) $3,428 Avg Close — Range —
Q2 2023
Shares 39,379 Value ($000) $3,196 Avg Close — Range —
Q1 2023
Shares 57,753 Value ($000) $4,784 Avg Close — Range —
Q4 2022
Shares 58,243 Value ($000) $5,094 Avg Close — Range —
Q3 2022
Shares 55,443 Value ($000) $3,993 Avg Close — Range —
Q2 2022
Shares 60,822 Value ($000) $4,349 Avg Close — Range —
Q1 2022
Shares 65,016 Value ($000) $4,970 Avg Close — Range —
Q4 2021
Shares 47,896 Value ($000) $2,658 Avg Close — Range —
Q3 2021
Shares 15,388 Value ($000) $802 Avg Close — Range —
Q2 2021
Shares 43,842 Value ($000) $2,362 Avg Close — Range —
Q1 2021
Shares 35,673 Value ($000) $1,750 Avg Close — Range —
Q4 2020
Shares 35,853 Value ($000) $1,359 Avg Close — Range —
Q3 2020
Shares 29,747 Value ($000) $891 Avg Close — Range —
Q2 2020
Shares 26,595 Value ($000) $1,007 Avg Close — Range —
Q1 2020
Shares 13,335 Value ($000) $388 Avg Close — Range —
Q2 2018
Shares 3,818 Value ($000) $290 Avg Close — Range —
Q4 2015
Shares 3,741 Value ($000) $226 Avg Close — Range —
Q3 2015
Shares 4,205 Value ($000) $257 Avg Close — Range —
Q2 2015
Shares 4,198 Value ($000) $316 Avg Close — Range —
Q1 2015
Shares 4,183 Value ($000) $324 Avg Close — Range —
Q4 2014
Shares 3,281 Value ($000) $260 Avg Close — Range —
Q3 2014
Shares 3,340 Value ($000) $303 Avg Close — Range —
Q2 2014
Shares 3,340 Value ($000) $334 Avg Close — Range —
Q1 2014
Shares 4,146 Value ($000) $369 Avg Close — Range —
Q4 2013
Shares 4,046 Value ($000) $358 Avg Close — Range —