Sequoia Financial Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 151,309 shares of SPY stock, worth $101 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
151,309
Holding current value
$101 Million
% of portfolio
0.69%

Shares

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

Oct 28, 2025
BUY
$617.65 - $666.84 $93.5 Million - $101 Million
151,309 New
151,309 $101 Million
Q2 2025

Jul 25, 2025
SELL
$496.48 - $617.85 $662,800 - $824,829
-1,335 Reduced 0.87%
151,998 $93.9 Million
Q1 2025

Apr 23, 2025
SELL
$551.42 - $612.93 $213,399 - $237,203
-387 Reduced 0.25%
153,333 $85.8 Million
Q4 2024

Aug 08, 2025
BUY
$567.81 - $607.81 $977,768 - $1.05 Million
1,722 Added 1.13%
153,720 $90.1 Million
Q4 2024

Feb 07, 2025
BUY
$567.81 - $607.81 $4.54 Million - $4.86 Million
7,990 Added 5.48%
153,720 $90.1 Million
Q3 2024

Oct 21, 2024
SELL
$517.38 - $573.86 $310,945 - $344,889
-601 Reduced 0.41%
145,730 $83.6 Million
Q2 2024

Jul 15, 2024
BUY
$495.16 - $548.49 $968,532 - $1.07 Million
1,956 Added 1.35%
146,331 $79.6 Million
Q1 2024

Apr 30, 2024
SELL
$467.28 - $523.17 $2.4 Million - $2.69 Million
-5,139 Reduced 3.44%
144,375 $75.5 Million
Q4 2023

Jan 25, 2024
BUY
$410.68 - $476.69 $20 Million - $23.2 Million
48,590 Added 48.15%
149,514 $71.1 Million
Q3 2023

Nov 08, 2023
SELL
$425.88 - $457.79 $2.18 Million - $2.34 Million
-5,117 Reduced 4.83%
100,924 $43.1 Million
Q2 2023

Aug 08, 2023
BUY
$404.36 - $443.28 $25.7 Million - $28.2 Million
63,595 Added 149.83%
106,041 $47 Million
Q1 2023

Apr 24, 2023
BUY
$379.5 - $416.78 $238,326 - $261,737
628 Added 1.5%
42,446 $17.4 Million
Q4 2022

Jan 17, 2023
BUY
$357.63 - $407.42 $923,758 - $1.05 Million
2,583 Added 6.58%
41,818 $0
Q3 2022

Oct 26, 2022
SELL
$357.18 - $429.7 $1.27 Million - $1.53 Million
-3,561 Reduced 8.32%
39,235 $14 Million
Q2 2022

Jul 22, 2022
SELL
$365.86 - $456.8 $625,620 - $781,128
-1,710 Reduced 3.84%
42,796 $16.1 Million
Q1 2022

May 13, 2022
BUY
$416.25 - $477.71 $725,940 - $833,126
1,744 Added 4.08%
44,506 $20.1 Million
Q4 2021

Feb 11, 2022
BUY
$428.64 - $477.48 $14.4 Million - $16 Million
33,526 Added 362.99%
42,762 $20.3 Million
Q3 2021

Oct 26, 2021
SELL
$424.97 - $453.19 $11.5 Million - $12.3 Million
-27,043 Reduced 74.54%
9,236 $3.96 Million
Q2 2021

Jul 27, 2021
BUY
$400.61 - $428.06 $3.3 Million - $3.53 Million
8,243 Added 29.4%
36,279 $15.5 Million
Q1 2021

May 14, 2021
SELL
$368.79 - $397.26 $1.97 Million - $2.12 Million
-5,337 Reduced 15.99%
28,036 $11.1 Million
Q4 2020

Feb 12, 2021
BUY
$326.54 - $373.88 $658,957 - $754,489
2,018 Added 6.44%
33,373 $12.5 Million
Q3 2020

Oct 23, 2020
BUY
$310.52 - $357.7 $323,561 - $372,723
1,042 Added 3.44%
31,355 $10.5 Million
Q2 2020

Aug 25, 2020
BUY
$246.15 - $323.2 $7.46 Million - $9.8 Million
30,313 New
30,313 $9.35 Million
Q2 2020

Aug 11, 2020
SELL
$246.15 - $323.2 $5.77 Million - $7.57 Million
-23,433 Closed
0 $9.35 Million
Q1 2020

May 11, 2020
BUY
$222.95 - $338.34 $778,541 - $1.18 Million
3,492 Added 17.51%
23,433 $6.04 Million
Q4 2019

Feb 13, 2020
BUY
$288.06 - $322.94 $77,200 - $86,547
268 Added 1.36%
19,941 $6.42 Million
Q3 2019

Oct 22, 2019
BUY
$283.82 - $302.01 $504,631 - $536,973
1,778 Added 9.94%
19,673 $5.84 Million
Q2 2019

Jul 31, 2019
SELL
$274.57 - $295.86 $49,697 - $53,550
-181 Reduced 1.0%
17,895 $5.24 Million
Q1 2019

May 13, 2019
BUY
$244.21 - $284.73 $316,251 - $368,725
1,295 Added 7.72%
18,076 $5.11 Million
Q4 2018

Feb 14, 2019
BUY
$234.34 - $291.73 $444,777 - $553,703
1,898 Added 12.75%
16,781 $4.19 Million
Q3 2018

Nov 14, 2018
BUY
$270.9 - $293.58 $200,195 - $216,955
739 Added 5.22%
14,883 $4.33 Million
Q2 2018

Aug 14, 2018
SELL
$257.47 - $278.92 $51,751 - $56,062
-201 Reduced 1.4%
14,144 $3.84 Million
Q1 2018

May 14, 2018
SELL
$257.63 - $286.58 $382,838 - $425,857
-1,486 Reduced 9.39%
14,345 $3.78 Million
Q4 2017

Feb 13, 2018
SELL
$252.32 - $268.2 $275,028 - $292,338
-1,090 Reduced 6.44%
15,831 $4.23 Million
Q3 2017

Nov 13, 2017
BUY
$242.71 - $251.23 $955,549 - $989,092
3,937 Added 30.32%
16,921 $4.25 Million
Q2 2017

Aug 09, 2017
BUY
N/A
12,984
12,984 $3.14 Million

Others Institutions Holding SPY

# of Institutions
5,303
Shares Held
557M
Call Options Held
298M
Put Options Held
700M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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