Sequoia Financial Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 52,665 shares of SPYV stock, worth $2.67 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

52,665

Previous 47,201 11.58%

Holding current value

$2.67 Million

Previous $2.5 Million 7.94%

% of portfolio

0.02%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$51.09 - $55.27 $279,155 - $301,995	5,464 Added 11.58%	52,665 $2.69 Million
Q3 2024 Oct 21, 2024	SELL	$48.51 - $52.86 $157,317 - $171,424	-3,243 Reduced 6.43%	47,201 $2.5 Million
Q2 2024 Jul 15, 2024	SELL	$47.37 - $50.09 $64,517 - $68,222	-1,362 Reduced 2.63%	50,444 $2.46 Million
Q1 2024 Apr 30, 2024	SELL	$45.88 - $50.1 $413,745 - $451,801	-9,018 Reduced 14.83%	51,806 $2.6 Million
Q4 2023 Jan 25, 2024	BUY	$39.63 - $46.73 $1.54 Million - $1.81 Million	38,784 Added 175.97%	60,824 $2.84 Million
Q3 2023 Nov 08, 2023	SELL	$41.15 - $44.69 $15,266 - $16,579	-371 Reduced 1.66%	22,040 $909,000
Q2 2023 Aug 08, 2023	SELL	$40.17 - $43.27 $54,350 - $58,544	-1,353 Reduced 5.69%	22,411 $968,000
Q1 2023 Apr 24, 2023	SELL	$38.68 - $42.77 $145,475 - $160,857	-3,761 Reduced 13.66%	23,764 $967,000
Q4 2022 Jan 17, 2023	BUY	$34.79 - $40.71 $626,463 - $733,064	18,007 Added 189.19%	27,525 $0
Q3 2022 Oct 26, 2022	BUY	$34.49 - $40.43 $34,145 - $40,025	990 Added 11.61%	9,518 $328,000
Q2 2022 Jul 22, 2022	SELL	$35.93 - $42.52 $236,383 - $279,739	-6,579 Reduced 43.55%	8,528 $314,000
Q1 2022 May 13, 2022	BUY	$39.54 - $42.64 $597,330 - $644,162	15,107 New	15,107 $631,000

Others Institutions Holding SPYV

# of Institutions

1,090

Shares Held

440M

Call Options Held

316K

Put Options Held

4.7K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Sequoia Financial Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History