Sequoia Financial Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 20,946 shares of SPDW stock, worth $763,062. This represents 0.01% of its overall portfolio holdings.

Number of Shares

20,946

Previous 20,787 0.76%

Holding current value

$763,062

Previous $780,000 8.46%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$34.13 - $37.35 $5,426 - $5,938	159 Added 0.76%	20,946 $714,000
Q3 2024 Oct 21, 2024	BUY	$33.74 - $37.96 $41,770 - $46,994	1,238 Added 6.33%	20,787 $780,000
Q2 2024 Jul 15, 2024	BUY	$34.2 - $36.64 $68,194 - $73,060	1,994 Added 11.36%	19,549 $685,000
Q1 2024 Apr 30, 2024	BUY	$32.85 - $35.9 $66,915 - $73,128	2,037 Added 13.13%	17,555 $629,000
Q4 2023 Jan 25, 2024	BUY	$29.46 - $34.07 $235,149 - $271,946	7,982 Added 105.92%	15,518 $527,000
Q3 2023 Nov 08, 2023	BUY	$30.88 - $33.58 $32,115 - $34,923	1,040 Added 16.01%	7,536 $233,000
Q2 2023 Aug 08, 2023	SELL	$31.7 - $33.66 $376,088 - $399,342	-11,864 Reduced 64.62%	6,496 $211,000
Q4 2022 Feb 10, 2023	SELL	$25.7 - $31.02 $48,573 - $58,627	-1,890 Reduced 9.33%	18,360 $545,000
Q4 2022 Jan 17, 2023	BUY	$25.7 - $31.02 $520,425 - $628,155	20,250 New	20,250 $0
Q2 2022 Jul 22, 2022	BUY	$28.57 - $34.74 $199,990 - $243,180	7,000 New	7,000 $202,000

Others Institutions Holding SPDW

# of Institutions

1,039

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Sequoia Financial Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History