SELECT SECTOR SPDR TR

Ticker: XLRE CUSIP: 81369Y860 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 9,389 Value ($000) $379 Avg Close — Range —
Q3 2025
Shares 11,232 Value ($000) $473 Avg Close — Range —
Q2 2025
Shares 11,405 Value ($000) $472 Avg Close — Range —
Q1 2025
Shares 14,782 Value ($000) $619 Avg Close — Range —
Q4 2024
Shares 307,965 Value ($000) $12,525 Avg Close — Range —
Q3 2024
Shares 21,384 Value ($000) $955 Avg Close — Range —
Q2 2024
Shares 21,701 Value ($000) $834 Avg Close — Range —
Q1 2024
Shares 23,643 Value ($000) $935 Avg Close — Range —
Q4 2023
Shares 25,125 Value ($000) $1,007 Avg Close — Range —
Q3 2023
Shares 32,783 Value ($000) $1,117 Avg Close — Range —
Q2 2023
Shares 37,722 Value ($000) $1,422 Avg Close — Range —
Q1 2023
Shares 88,414 Value ($000) $3,305 Avg Close — Range —
Q4 2022
Shares 143,466 Value ($000) $5,298 Avg Close — Range —
Q3 2022
Shares 105,222 Value ($000) $3,789 Avg Close — Range —
Q2 2022
Shares 83,293 Value ($000) $3,403 Avg Close — Range —
Q1 2022
Shares 28,748 Value ($000) $1,389 Avg Close — Range —