Sequoia Financial Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History

Sequoia Financial Advisors, LLC

$13 Billion
Q2 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 74,290 shares of SPSM stock, worth $3.27 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

74,290

Previous 74,869 0.77%

Holding current value

$3.27 Million

Previous $3.05 Million 3.7%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$35.35 - $42.68 $20,467 - $24,711	-579 Reduced 0.77%	74,290 $3.16 Million
Q1 2025 Apr 23, 2025	BUY	$40.03 - $46.81 $114,205 - $133,548	2,853 Added 3.96%	74,869 $3.05 Million
Q4 2024 Feb 07, 2025	SELL	$44.33 - $49.55 $65,652 - $73,383	-1,481 Reduced 2.02%	72,016 $3.23 Million
Q3 2024 Oct 21, 2024	SELL	$41.02 - $46.01 $18,910 - $21,210	-461 Reduced 0.62%	73,497 $3.34 Million
Q2 2024 Jul 15, 2024	BUY	$39.75 - $43.15 $63,441 - $68,867	1,596 Added 2.21%	73,958 $3.07 Million
Q1 2024 Apr 30, 2024	SELL	$39.85 - $43.04 $87,869 - $94,903	-2,205 Reduced 2.96%	72,362 $3.11 Million
Q4 2023 Jan 25, 2024	BUY	$34.3 - $42.83 $1.77 Million - $2.21 Million	51,670 Added 225.66%	74,567 $3.15 Million
Q3 2023 Nov 08, 2023	BUY	$36.35 - $41.02 $832,305 - $939,234	22,897 New	22,897 $844,000

Others Institutions Holding SPSM

# of Institutions

973

Shares Held

201M

Call Options Held

64.8K

Put Options Held

5.94K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Sequoia Financial Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History