Sequoia Financial Advisors, LLC Spdr Portfolio Intermediate Te Transaction History

Sequoia Financial Advisors, LLC

  • $7.97 Billion
  • Q1 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 7,004 shares of SPIB stock, worth $228,890. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,004
Previous 6,758 3.64%
Holding current value
$228,890
Previous $221,000 3.17%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 30, 2024
BUY
$32.38 - $32.91 $7,965 - $8,095
246 Added 3.64%
7,004 $228,000
Q4 2023

Jan 25, 2024
BUY
$30.91 - $32.89 $208,889 - $222,270
6,758 New
6,758 $221,000
Q4 2022

Jan 17, 2023
BUY
$31.02 - $32.36 $14,145 - $14,756
456 Added 2.15%
21,659 $0
Q3 2022

Oct 26, 2022
SELL
N/A
-291 Reduced 1.35%
21,203 $664,000
Q2 2022

Jul 22, 2022
SELL
N/A
-595 Reduced 2.69%
21,494 $701,000
Q1 2022

May 13, 2022
BUY
N/A
1,637 Added 8.0%
22,089 $754,000
Q4 2021

Feb 11, 2022
BUY
N/A
11,267 Added 122.67%
20,452 $739,000
Q3 2021

Oct 26, 2021
SELL
N/A
-11,205 Reduced 54.95%
9,185 $335,000
Q2 2021

Jul 27, 2021
BUY
N/A
1,931 Added 10.46%
20,390 $748,000
Q1 2021

May 14, 2021
SELL
N/A
-1,620 Reduced 8.07%
18,459 $669,000
Q4 2020

Feb 12, 2021
BUY
N/A
6,753 Added 50.68%
20,079 $747,000
Q3 2020

Oct 23, 2020
BUY
N/A
2,023 Added 17.9%
13,326 $490,000
Q2 2020

Aug 25, 2020
BUY
N/A
11,303 New
11,303 $413,000
Q2 2020

Aug 11, 2020
SELL
N/A
-13,651 Closed
0 $413,000
Q1 2020

May 11, 2020
BUY
N/A
13,651 New
13,651 $464,000

Others Institutions Holding SPIB

# of Institutions
513
Shares Held
208M
Call Options Held
100
Put Options Held
0
View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

SPIB Quotes by TradingView
  • Ticker SPIB
  • Sector ETFs
  • Industry ETFs
More about SPIB
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