A detailed history of Sequoia Financial Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 610,755 shares of SPLG stock, worth $43 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
610,755
Previous 617,226 1.05%
Holding current value
$43 Million
Previous $39.5 Million 4.38%
% of portfolio
0.46%
Previous 0.49%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$60.84 - $67.51 $393,695 - $436,857
-6,471 Reduced 1.05%
610,755 $41.2 Million
Q2 2024

Jul 15, 2024

SELL
$58.24 - $64.51 $256,139 - $283,714
-4,398 Reduced 0.71%
617,226 $39.5 Million
Q1 2024

Apr 30, 2024

SELL
$54.97 - $61.53 $4.14 Million - $4.63 Million
-75,256 Reduced 10.8%
621,624 $38.2 Million
Q4 2023

Jan 25, 2024

BUY
$48.29 - $56.08 $17.3 Million - $20.1 Million
358,038 Added 105.67%
696,880 $39 Million
Q3 2023

Nov 08, 2023

SELL
$50.09 - $53.81 $870,514 - $935,163
-17,379 Reduced 4.88%
338,842 $17 Million
Q2 2023

Aug 08, 2023

SELL
$47.56 - $52.11 $930,511 - $1.02 Million
-19,565 Reduced 5.21%
356,221 $18.6 Million
Q1 2023

Apr 24, 2023

SELL
$44.61 - $48.99 $180,447 - $198,164
-4,045 Reduced 1.06%
375,786 $18.1 Million
Q4 2022

Jan 17, 2023

BUY
$41.93 - $47.9 $2.17 Million - $2.48 Million
51,701 Added 15.76%
379,831 $0
Q3 2022

Oct 26, 2022

SELL
$41.99 - $50.54 $969,255 - $1.17 Million
-23,083 Reduced 6.57%
328,130 $13.8 Million
Q2 2022

Jul 22, 2022

SELL
$43.16 - $53.73 $1.67 Million - $2.07 Million
-38,594 Reduced 9.9%
351,213 $15.6 Million
Q1 2022

May 13, 2022

BUY
$48.98 - $56.19 $19.1 Million - $21.9 Million
389,807 New
389,807 $20.7 Million

Others Institutions Holding SPLG

About SPDR PORTFOLIO S&P 500 ETF (MA


  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
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.