Sequoia Financial Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 13,677 shares of SDY stock, worth $1.95 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,677

Previous 13,516 1.19%

Holding current value

$1.95 Million

Previous $1.72 Million 13.04%

% of portfolio

0.02%

Previous 0.02%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$125.95 - $142.04 $20,277 - $22,868	161 Added 1.19%	13,677 $1.94 Million
Q2 2024 Jul 15, 2024	BUY	$124.6 - $132.46 $18,690 - $19,869	150 Added 1.12%	13,516 $1.72 Million
Q1 2024 Apr 30, 2024	BUY	$122.28 - $131.24 $1,834 - $1,968	15 Added 0.11%	13,366 $1.75 Million
Q4 2023 Jan 25, 2024	BUY	$110.2 - $125.58 $419,641 - $478,208	3,808 Added 39.9%	13,351 $1.67 Million
Q3 2023 Nov 08, 2023	SELL	$115.01 - $127.58 $22,426 - $24,878	-195 Reduced 2.0%	9,543 $1.1 Million
Q2 2023 Aug 08, 2023	BUY	$117.3 - $124.97 $191,199 - $203,701	1,630 Added 20.1%	9,738 $1.19 Million
Q1 2023 Apr 24, 2023	BUY	$117.74 - $132.18 $72,998 - $81,951	620 Added 8.28%	8,108 $1 Million
Q4 2022 Jan 17, 2023	BUY	$112.65 - $131.57 $621,940 - $726,397	5,521 Added 280.68%	7,488 $0
Q2 2022 Jul 22, 2022	SELL	$114.07 - $132.3 $287,000 - $332,866	-2,516 Reduced 56.12%	1,967 $234,000
Q1 2022 May 13, 2022	SELL	$121.65 - $130.75 $10,826 - $11,636	-89 Reduced 1.95%	4,483 $574,000
Q4 2021 Feb 11, 2022	BUY	$118.81 - $129.12 $543,199 - $590,336	4,572 New	4,572 $590,000
Q3 2021 Oct 26, 2021	SELL	$117.12 - $125.76 $504,201 - $541,396	-4,305 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$118.74 - $127.47 $137,500 - $147,610	1,158 Added 36.8%	4,305 $526,000
Q1 2021 May 14, 2021	BUY	$104.47 - $119.79 $208 - $239	2 Added 0.06%	3,147 $371,000
Q4 2020 Feb 12, 2021	BUY	$91.76 - $107.36 $23,123 - $27,054	252 Added 8.71%	3,145 $333,000
Q3 2020 Oct 23, 2020	SELL	$88.24 - $98.33 $9,176 - $10,226	-104 Reduced 3.47%	2,893 $267,000
Q2 2020 Aug 25, 2020	BUY	$76.15 - $100.68 $228,221 - $301,737	2,997 New	2,997 $273,000
Q2 2020 Aug 11, 2020	SELL	$76.15 - $100.68 $237,511 - $314,020	-3,119 Closed	0 $273,000
Q1 2020 May 11, 2020	SELL	$68.26 - $108.76 $62,935 - $100,276	-922 Reduced 22.82%	3,119 $249,000
Q4 2019 Feb 13, 2020	BUY	$98.73 - $107.77 $19,943 - $21,769	202 Added 5.26%	4,041 $435,000
Q3 2019 Oct 22, 2019	BUY	$101.59 - $103.8 $203 - $207	2 Added 0.05%	3,839 $394,000
Q2 2019 Jul 31, 2019	SELL	N/A	-5,523 Reduced 59.01%	3,837 $387,000
Q1 2019 May 13, 2019	BUY	N/A	1,472 Added 18.66%	9,360 $930,000
Q4 2018 Feb 14, 2019	SELL	N/A	-128 Reduced 1.6%	7,888 $706,000
Q3 2018 Nov 14, 2018	BUY	N/A	132 Added 1.67%	8,016 $785,000
Q1 2018 May 14, 2018	BUY	N/A	96 Added 1.23%	7,884 $719,000
Q4 2017 Feb 13, 2018	SELL	N/A	-3,103 Reduced 28.49%	7,788 $736,000
Q3 2017 Nov 13, 2017	BUY	N/A	314 Added 2.97%	10,891 $995,000
Q2 2017 Aug 09, 2017	BUY	N/A	10,577	10,577 $940,000

Others Institutions Holding SDY

# of Institutions

1,265

Shares Held

68.8M

Call Options Held

51K

Put Options Held

46.5K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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Sequoia Financial Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History