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

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

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 73,497 shares of SPSM stock, worth $3.57 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
73,497
Previous 73,958 0.62%
Holding current value
$3.57 Million
Previous $3.07 Million 8.89%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
889
Shares Held
197M
Call Options Held
39.5K
Put Options Held
5.8K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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