Sequoia Financial Advisors, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 1,375,241 shares of SPGM stock, worth $85.6 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

1,375,241

Previous 1,316,833 4.44%

Holding current value

$85.6 Million

Previous $83.4 Million 2.93%

% of portfolio

0.74%

Previous 0.72%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$61.91 - $66.79 $3.62 Million - $3.9 Million	58,408 Added 4.44%	1,375,241 $85.8 Million
Q4 2024 Feb 07, 2025	BUY	$63.23 - $66.65 $265,755 - $280,129	4,203 Added 0.32%	1,316,833 $83.4 Million
Q3 2024 Oct 21, 2024	BUY	$57.85 - $64.92 $29,098 - $32,654	503 Added 0.04%	1,312,630 $85 Million
Q2 2024 Jul 15, 2024	SELL	$56.67 - $60.99 $2.86 Million - $3.07 Million	-50,410 Reduced 3.7%	1,312,127 $79.8 Million
Q1 2024 Apr 30, 2024	BUY	$54.21 - $59.68 $934,634 - $1.03 Million	17,241 Added 1.28%	1,362,537 $81.3 Million
Q4 2023 Jan 25, 2024	BUY	$48.07 - $55.48 $889,391 - $1.03 Million	18,502 Added 1.39%	1,345,296 $74.4 Million
Q3 2023 Nov 08, 2023	BUY	$50.1 - $54.28 $80,510 - $87,227	1,607 Added 0.12%	1,326,794 $67 Million
Q2 2023 Aug 08, 2023	BUY	$49.47 - $52.62 $4.48 Million - $4.76 Million	90,492 Added 7.33%	1,325,187 $69.4 Million
Q1 2023 Apr 24, 2023	SELL	$46.63 - $51.08 $2.33 Million - $2.55 Million	-49,881 Reduced 3.88%	1,234,695 $61.6 Million
Q4 2022 Feb 10, 2023	BUY	$42.72 - $49.46 $18,967 - $21,960	444 Added 0.03%	1,284,576 $59.9 Million
Q4 2022 Jan 17, 2023	BUY	$42.72 - $49.46 $2.5 Million - $2.89 Million	58,434 Added 4.77%	1,284,132 $0
Q3 2022 Oct 26, 2022	SELL	$42.78 - $50.95 $1.31 Million - $1.56 Million	-30,679 Reduced 2.44%	1,225,698 $52.4 Million
Q2 2022 Jul 22, 2022	SELL	$44.97 - $55.51 $2.01 Million - $2.49 Million	-44,781 Reduced 3.44%	1,256,377 $57.8 Million
Q1 2022 May 13, 2022	BUY	$50.64 - $58.29 $2.52 Million - $2.9 Million	49,835 Added 3.98%	1,301,158 $71.3 Million
Q4 2021 Feb 11, 2022	BUY	$54.48 - $58.88 $46.7 Million - $50.5 Million	857,616 Added 217.83%	1,251,323 $72.4 Million
Q3 2021 Oct 26, 2021	SELL	$54.18 - $57.66 $43.3 Million - $46.1 Million	-799,250 Reduced 67.0%	393,707 $21.6 Million
Q2 2021 Jul 27, 2021	BUY	$52.95 - $55.77 $25.8 Million - $27.1 Million	486,796 Added 68.94%	1,192,957 $66.2 Million
Q1 2021 May 14, 2021	SELL	$48.86 - $52.85 $5.02 Million - $5.43 Million	-102,831 Reduced 12.71%	706,161 $37 Million
Q4 2020 Feb 12, 2021	SELL	$42.03 - $49.28 $479,226 - $561,890	-11,402 Reduced 1.39%	808,992 $39.4 Million
Q3 2020 Oct 23, 2020	SELL	$39.86 - $45.37 $764,156 - $869,788	-19,171 Reduced 2.28%	820,394 $35.5 Million
Q2 2020 Aug 25, 2020	BUY	$32.02 - $41.32 $26.9 Million - $34.7 Million	839,565 New	839,565 $33.4 Million
Q2 2020 Aug 11, 2020	SELL	$32.02 - $41.32 $24.4 Million - $31.5 Million	-763,442 Closed	0 $33.4 Million
Q1 2020 May 11, 2020	BUY	$29.16 - $44.16 $1.58 Million - $2.4 Million	54,352 Added 7.67%	763,442 $25.7 Million
Q4 2019 Feb 13, 2020	BUY	$38.77 - $43.22 $2.16 Million - $2.41 Million	55,828 Added 8.55%	709,090 $30.4 Million
Q3 2019 Oct 22, 2019	BUY	$39.76 - $40.54 $14 Million - $14.3 Million	351,835 Added 116.72%	653,262 $26.1 Million
Q2 2019 Jul 31, 2019	BUY	N/A	47,636 Added 18.77%	301,427 $24.1 Million
Q1 2019 May 13, 2019	BUY	N/A	125,686 Added 98.11%	253,791 $19.8 Million
Q4 2018 Feb 14, 2019	BUY	N/A	582 Added 0.46%	128,105 $8.92 Million
Q3 2018 Nov 14, 2018	BUY	N/A	2,727 Added 2.19%	127,523 $10.3 Million
Q2 2018 Aug 14, 2018	BUY	N/A	3,551 Added 2.93%	124,796 $9.64 Million
Q1 2018 May 14, 2018	SELL	N/A	-5,746 Reduced 4.52%	121,245 $9.48 Million
Q4 2017 Feb 13, 2018	BUY	N/A	2,768 Added 2.23%	126,991 $10 Million
Q3 2017 Nov 13, 2017	BUY	N/A	40 Added 0.03%	124,223 $9.37 Million
Q2 2017 Aug 09, 2017	BUY	N/A	124,183	124,183 $8.92 Million

Others Institutions Holding SPGM

# of Institutions

141

Shares Held

10.2M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

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Sequoia Financial Advisors, LLC Spdr Index Shs Fds S Spdr Port Transaction History