SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 253,569 Value ($000) $13,888 Avg Close — Range —
Q3 2025
Shares 290,164 Value ($000) $15,631 Avg Close — Range —
Q2 2025
Shares 291,873 Value ($000) $15,285 Avg Close — Range —
Q1 2025
Shares 360,634 Value ($000) $17,963 Avg Close — Range —
Q4 2024
Shares 354,428 Value ($000) $17,130 Avg Close — Range —
Q3 2024
Shares 91,233 Value ($000) $4,135 Avg Close — Range —
Q2 2024
Shares 88,117 Value ($000) $3,623 Avg Close — Range —
Q1 2024
Shares 86,980 Value ($000) $3,664 Avg Close — Range —
Q4 2023
Shares 69,758 Value ($000) $2,623 Avg Close — Range —
Q3 2023
Shares 81,418 Value ($000) $2,701 Avg Close — Range —
Q2 2023
Shares 83,705 Value ($000) $2,822 Avg Close — Range —
Q1 2023
Shares 94,014 Value ($000) $3,023 Avg Close — Range —
Q4 2022
Shares 93,569 Value ($000) $3,200 Avg Close — Range —
Q3 2022
Shares 95,170 Value ($000) $2,889 Avg Close — Range —
Q2 2022
Shares 131,250 Value ($000) $4,128 Avg Close — Range —
Q1 2022
Shares 165,114 Value ($000) $6,327 Avg Close — Range —
Q4 2021
Shares 132,381 Value ($000) $5,169 Avg Close — Range —
Q3 2021
Shares 24,652 Value ($000) $925 Avg Close — Range —
Q2 2021
Shares 101,773 Value ($000) $3,734 Avg Close — Range —
Q1 2021
Shares 75,408 Value ($000) $2,568 Avg Close — Range —
Q4 2020
Shares 72,024 Value ($000) $2,123 Avg Close — Range —
Q3 2020
Shares 76,772 Value ($000) $1,848 Avg Close — Range —
Q2 2020
Shares 61,185 Value ($000) $1,416 Avg Close — Range —
Q1 2020
Shares 15,527 Value ($000) $323 Avg Close — Range —
Q4 2019
Shares 16,544 Value ($000) $509 Avg Close — Range —
Q3 2019
Shares 17,308 Value ($000) $485 Avg Close — Range —
Q2 2019
Shares 18,686 Value ($000) $516 Avg Close — Range —
Q1 2019
Shares 18,920 Value ($000) $486 Avg Close — Range —
Q4 2018
Shares 11,122 Value ($000) $265 Avg Close — Range —
Q3 2018
Shares 10,756 Value ($000) $297 Avg Close — Range —
Q2 2018
Shares 13,876 Value ($000) $369 Avg Close — Range —
Q1 2018
Shares 13,875 Value ($000) $383 Avg Close — Range —
Q3 2015
Shares 9,528 Value ($000) $216 Avg Close — Range —
Q2 2015
Shares 13,812 Value ($000) $337 Avg Close — Range —
Q1 2015
Shares 13,812 Value ($000) $333 Avg Close — Range —
Q4 2014
Shares 13,769 Value ($000) $341 Avg Close — Range —
Q3 2014
Shares 13,419 Value ($000) $311 Avg Close — Range —
Q2 2014
Shares 13,419 Value ($000) $305 Avg Close — Range —
Q1 2014
Shares 13,419 Value ($000) $300 Avg Close — Range —
Q4 2013
Shares 12,829 Value ($000) $280 Avg Close — Range —