Sequoia Financial Advisors, LLC Spdr Portfolio Transaction History

Sequoia Financial Advisors, LLC

  • $7.97 Billion
  • Q1 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 126,210 shares of SPYG stock, worth $10.3 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
126,210
Previous 205,679 38.64%
Holding current value
$10.3 Million
Previous $13.4 Million 31.01%
% of portfolio
0.12%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$63.12 - $73.73 $5.02 Million - $5.86 Million
-79,469 Reduced 38.64%
126,210 $9.23 Million
Q4 2023

Jan 25, 2024
BUY
$57.02 - $65.3 $1.45 Million - $1.66 Million
25,465 Added 14.13%
205,679 $13.4 Million
Q3 2023

Nov 08, 2023
BUY
$58.97 - $62.89 $67,461 - $71,946
1,144 Added 0.64%
180,214 $10.7 Million
Q2 2023

Aug 08, 2023
BUY
$54.76 - $61.01 $9.81 Million - $10.9 Million
179,070 New
179,070 $10.9 Million

Others Institutions Holding SPYG

# of Institutions
995
Shares Held
269M
Call Options Held
331K
Put Options Held
78.3K
View Full List

About SPDR PORTFOLIO

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