Sequoia Financial Advisors, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Sequoia Financial Advisors, LLC

  • $7.97 Billion
  • Q1 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 1,362,537 shares of SPGM stock, worth $84.3 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
1,362,537
Previous 1,345,296 1.28%
Holding current value
$84.3 Million
Previous $74.4 Million 9.23%
% of portfolio
1.02%
Previous 0.93%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$54.21 - $59.68 $934,634 - $1.03 Million
17,241 Added 1.28%
1,362,537 $81.3 Million
Q4 2023

Jan 25, 2024
BUY
$48.07 - $55.48 $889,391 - $1.03 Million
18,502 Added 1.39%
1,345,296 $74.4 Million
Q3 2023

Nov 08, 2023
BUY
$50.1 - $54.28 $80,510 - $87,227
1,607 Added 0.12%
1,326,794 $67 Million
Q2 2023

Aug 08, 2023
BUY
$49.47 - $52.62 $4.48 Million - $4.76 Million
90,492 Added 7.33%
1,325,187 $69.4 Million
Q1 2023

Apr 24, 2023
SELL
$46.63 - $51.08 $2.33 Million - $2.55 Million
-49,881 Reduced 3.88%
1,234,695 $61.6 Million
Q4 2022

Feb 10, 2023
BUY
$45.27 - $49.46 $20,099 - $21,960
444 Added 0.03%
1,284,576 $59.9 Million
Q4 2022

Jan 17, 2023
BUY
$45.27 - $49.46 $2.65 Million - $2.89 Million
58,434 Added 4.77%
1,284,132 $0
Q3 2022

Oct 26, 2022
SELL
N/A
-30,679 Reduced 2.44%
1,225,698 $52.4 Million
Q2 2022

Jul 22, 2022
SELL
N/A
-44,781 Reduced 3.44%
1,256,377 $57.8 Million
Q1 2022

May 13, 2022
BUY
N/A
49,835 Added 3.98%
1,301,158 $71.3 Million
Q4 2021

Feb 11, 2022
BUY
N/A
857,616 Added 217.83%
1,251,323 $72.4 Million
Q3 2021

Oct 26, 2021
SELL
N/A
-799,250 Reduced 67.0%
393,707 $21.6 Million
Q2 2021

Jul 27, 2021
BUY
N/A
486,796 Added 68.94%
1,192,957 $66.2 Million
Q1 2021

May 14, 2021
SELL
N/A
-102,831 Reduced 12.71%
706,161 $37 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-11,402 Reduced 1.39%
808,992 $39.4 Million
Q3 2020

Oct 23, 2020
SELL
N/A
-19,171 Reduced 2.28%
820,394 $35.5 Million
Q2 2020

Aug 25, 2020
BUY
N/A
839,565 New
839,565 $33.4 Million
Q2 2020

Aug 11, 2020
SELL
N/A
-763,442 Closed
0 $33.4 Million
Q1 2020

May 11, 2020
BUY
N/A
54,352 Added 7.67%
763,442 $25.7 Million
Q4 2019

Feb 13, 2020
BUY
N/A
55,828 Added 8.55%
709,090 $30.4 Million
Q3 2019

Oct 22, 2019
BUY
N/A
351,835 Added 116.72%
653,262 $26.1 Million
Q2 2019

Jul 31, 2019
BUY
N/A
47,636 Added 18.77%
301,427 $24.1 Million
Q1 2019

May 13, 2019
BUY
N/A
125,686 Added 98.11%
253,791 $19.8 Million
Q4 2018

Feb 14, 2019
BUY
N/A
582 Added 0.46%
128,105 $8.92 Million
Q3 2018

Nov 14, 2018
BUY
N/A
2,727 Added 2.19%
127,523 $10.3 Million
Q2 2018

Aug 14, 2018
BUY
N/A
3,551 Added 2.93%
124,796 $9.64 Million
Q1 2018

May 14, 2018
SELL
N/A
-5,746 Reduced 4.52%
121,245 $9.48 Million
Q4 2017

Feb 13, 2018
BUY
N/A
2,768 Added 2.23%
126,991 $10 Million
Q3 2017

Nov 13, 2017
BUY
N/A
40 Added 0.03%
124,223 $9.37 Million
Q2 2017

Aug 09, 2017
BUY
N/A
124,183
124,183 $8.92 Million

Others Institutions Holding SPGM

# of Institutions
121
Shares Held
9.83M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS S SPDR PORT

SPGM Quotes by TradingView
  • Ticker SPGM
  • Sector ETFs
  • Industry ETFs
More about SPGM
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email