Sequoia Financial Advisors, LLC Spdr S&P Global Natural Resour Transaction History

Sequoia Financial Advisors, LLC

$18.2 Billion
Q2 2025

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$45.66 - $55.03 $502 - $605	-11 Reduced 0.1%	10,839 $587,000
Q4 2024 Aug 08, 2025	BUY	$48.67 - $58.43 $535 - $642	11 Added 0.1%	10,850 $539,000
Q4 2024 Feb 07, 2025	SELL	$48.67 - $58.43 $115,396 - $138,537	-2,371 Reduced 17.93%	10,850 $539,000
Q3 2024 Oct 21, 2024	SELL	$53.02 - $57.84 $101,851 - $111,110	-1,921 Reduced 12.69%	13,221 $762,000
Q2 2024 Jul 15, 2024	SELL	$54.6 - $60.47 $8,681 - $9,614	-159 Reduced 1.04%	15,142 $845,000
Q1 2024 Apr 30, 2024	SELL	$51.98 - $57.93 $5,509 - $6,140	-106 Reduced 0.69%	15,301 $886,000
Q4 2023 Jan 25, 2024	SELL	$53.07 - $57.4 $7,642 - $8,265	-144 Reduced 0.93%	15,407 $872,000
Q3 2023 Nov 08, 2023	SELL	$52.9 - $58.07 $17,192 - $18,872	-325 Reduced 2.05%	15,551 $866,000
Q2 2023 Aug 08, 2023	SELL	$51.57 - $59.08 $21,917 - $25,109	-425 Reduced 2.61%	15,876 $855,000
Q1 2023 Apr 24, 2023	SELL	$53.55 - $62.08 $111,009 - $128,691	-2,073 Reduced 11.28%	16,301 $930,000
Q4 2022 Jan 17, 2023	BUY	$50.75 - $60.58 $488,874 - $583,567	9,633 Added 110.2%	18,374 $0
Q3 2022 Oct 26, 2022	SELL	$47.63 - $57.32 $34,484 - $41,499	-724 Reduced 7.65%	8,741 $432,000
Q2 2022 Jul 22, 2022	SELL	$51.31 - $65.28 $539,216 - $686,027	-10,509 Reduced 52.61%	9,465 $493,000
Q1 2022 May 13, 2022	BUY	$54.26 - $64.02 $105,155 - $124,070	1,938 Added 10.75%	19,974 $1.25 Million
Q4 2021 Feb 11, 2022	BUY	$51.21 - $55.35 $199,872 - $216,031	3,903 Added 27.62%	18,036 $973,000
Q3 2021 Oct 26, 2021	SELL	$49.31 - $53.73 $330,919 - $360,582	-6,711 Reduced 32.2%	14,133 $726,000
Q2 2021 Jul 27, 2021	SELL	$50.55 - $56.39 $141,792 - $158,173	-2,805 Reduced 11.86%	20,844 $1.11 Million
Q1 2021 May 14, 2021	SELL	$45.08 - $52.52 $102,782 - $119,745	-2,280 Reduced 8.79%	23,649 $1.19 Million
Q4 2020 Feb 12, 2021	SELL	$35.72 - $46.3 $117,375 - $152,141	-3,286 Reduced 11.25%	25,929 $1.16 Million
Q3 2020 Oct 23, 2020	SELL	$36.47 - $40.24 $66,813 - $73,719	-1,832 Reduced 5.9%	29,215 $1.1 Million
Q2 2020 Aug 25, 2020	BUY	$30.19 - $40.38 $937,308 - $1.25 Million	31,047 New	31,047 $1.15 Million
Q2 2020 Aug 11, 2020	SELL	$30.19 - $40.38 $1.49 Million - $1.99 Million	-49,220 Closed	0 $1.15 Million
Q1 2020 May 11, 2020	SELL	$25.37 - $46.38 $301,344 - $550,901	-11,878 Reduced 19.44%	49,220 $1.52 Million
Q4 2019 Feb 13, 2020	SELL	$41.61 - $46.53 $805,028 - $900,215	-19,347 Reduced 24.05%	61,098 $2.82 Million
Q3 2019 Oct 22, 2019	SELL	$43.06 - $44.61 $3.3 Million - $3.42 Million	-76,698 Reduced 48.81%	80,445 $3.47 Million
Q2 2019 Jul 31, 2019	SELL	N/A	-58,303 Reduced 27.06%	157,143 $7.21 Million
Q1 2019 May 13, 2019	SELL	N/A	-357,652 Reduced 62.41%	215,446 $9.96 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-1,028,158 Reduced 64.21%	573,098 $23.6 Million
Q3 2018 Nov 14, 2018	BUY	N/A	31,458 Added 2.0%	1,601,256 $81 Million
Q2 2018 Aug 14, 2018	BUY	N/A	51,800 Added 3.41%	1,569,798 $78.6 Million
Q1 2018 May 14, 2018	BUY	N/A	37,472 Added 2.53%	1,517,998 $73.4 Million
Q4 2017 Feb 13, 2018	BUY	N/A	205,512 Added 16.12%	1,480,526 $72.6 Million
Q3 2017 Nov 13, 2017	BUY	N/A	40,772 Added 3.3%	1,275,014 $58.6 Million
Q2 2017 Aug 09, 2017	BUY	N/A	1,234,242	1,234,242 $51.3 Million

Others Institutions Holding GNR

# of Institutions

243

Shares Held

35.6M

Call Options Held

Put Options Held

Northern Trust Corp Chicago, IL

13.4M
Shares

$799 Million
0.1% of portfolio
Pure Financial Advisors, LLC

1.95M
Shares

$116 Million
1.93% of portfolio
Oxford Financial Group LTD Indianapolis, IN

1.69M
Shares

$101 Million
5.46% of portfolio
Hackensack Meridian Health, Inc. Edison, NJ

1.61M
Shares

$95.7 Million
11.68% of portfolio
Johns Hopkins University Baltimore, MD

1.57M
Shares

$93.7 Million
4.51% of portfolio

View Full List

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