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

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 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 1,393,235 shares of SPGM stock, worth $106 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
1,393,235
Holding current value
$106 Million
% of portfolio
0.71%

Shares

37 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$68.95 - $75.02 $96.1 Million - $105 Million
1,393,235 New
1,393,235 $104 Million
Q2 2025

Jul 25, 2025
SELL
$55.5 - $69.0 $5.25 Million - $6.53 Million
-94,568 Reduced 6.88%
1,280,673 $88.4 Million
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

Aug 08, 2025
BUY
$63.23 - $66.65 $2.29 Million - $2.41 Million
36,160 Added 2.82%
1,316,833 $83.4 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
162
Shares Held
9.66M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS S SPDR PORT

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