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

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024

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 41,264 shares of SPTM stock, worth $3.02 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
41,264
Previous 40,331 2.31%
Holding current value
$3.02 Million
Previous $2.83 Million 4.32%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
654
Shares Held
90.3M
Call Options Held
949K
Put Options Held
700
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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