Sequoia Financial Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Sequoia Financial Advisors, LLC

$13 Billion
Q2 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 41,928 shares of SPTM stock, worth $3.24 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

41,928

Previous 45,086 7.0%

Holding current value

$3.24 Million

Previous $3.07 Million 2.38%

% of portfolio

0.02%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$60.34 - $74.89 $190,553 - $236,502	-3,158 Reduced 7.0%	41,928 $3.14 Million
Q1 2025 Apr 23, 2025	BUY	$67.03 - $74.61 $256,188 - $285,159	3,822 Added 9.26%	45,086 $3.07 Million
Q4 2024 Feb 07, 2025	BUY	$69.3 - $74.3 $64,656 - $69,321	933 Added 2.31%	41,264 $2.95 Million
Q3 2024 Oct 21, 2024	BUY	$63.28 - $70.06 $182,942 - $202,543	2,891 Added 7.72%	40,331 $2.83 Million
Q2 2024 Jul 15, 2024	BUY	$60.69 - $66.83 $60 - $66	1 Added 0.0%	37,440 $2.48 Million
Q4 2023 Jan 25, 2024	BUY	$50.31 - $58.65 $1.88 Million - $2.2 Million	37,439 New	37,439 $2.19 Million

Others Institutions Holding SPTM

# of Institutions

711

Shares Held

93.9M

Call Options Held

8.6K

Put Options Held

4.1K

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
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Sequoia Financial Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History