Sequoia Financial Advisors, LLC Spdr Portfolio Transaction History

Sequoia Financial Advisors, LLC

$13 Billion
Q2 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 47,289 shares of SPYG stock, worth $4.67 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

47,289

Previous 104,755 54.86%

Holding current value

$4.67 Million

Previous $8.42 Million 46.47%

% of portfolio

0.03%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$71.83 - $95.32 $4.13 Million - $5.48 Million	-57,466 Reduced 54.86%	47,289 $4.51 Million
Q1 2025 Apr 23, 2025	BUY	$80.05 - $92.39 $377,275 - $435,434	4,713 Added 4.71%	104,755 $8.42 Million
Q4 2024 Feb 07, 2025	BUY	$81.74 - $91.38 $118,441 - $132,409	1,449 Added 1.47%	100,042 $8.79 Million
Q3 2024 Oct 21, 2024	SELL	$73.38 - $84.1 $873,662 - $1 Million	-11,906 Reduced 10.77%	98,593 $8.18 Million
Q2 2024 Jul 15, 2024	SELL	$68.71 - $80.95 $1.08 Million - $1.27 Million	-15,711 Reduced 12.45%	110,499 $8.85 Million
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

1,265

Shares Held

306M

Call Options Held

606K

Put Options Held

128K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Sequoia Financial Advisors, LLC Spdr Portfolio Transaction History