Sequoia Financial Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.9M | Sell |
562,435
-18,533
| -3% | -$1.35M | 0.28% | 72 |
|
|
2025
Q1 | $38.2M | Sell |
580,968
-15,158
| -3% | -$997K | 0.29% | 75 |
|
|
2024
Q4 | $41.1M | Sell |
596,126
-14,629
| -2% | -$1.01M | 0.4% | 56 |
|
|
2024
Q3 | $41.2M | Sell |
610,755
-6,471
| -1% | -$437K | 0.44% | 52 |
|
|
2024
Q2 | $39.5M | Sell |
617,226
-4,398
| -0.7% | -$281K | 0.48% | 47 |
|
|
2024
Q1 | $38.2M | Sell |
621,624
-75,256
| -11% | -$4.63M | 0.48% | 48 |
|
|
2023
Q4 | $39M | Buy |
696,880
+358,038
| +106% | +$20M | 0.48% | 39 |
|
|
2023
Q3 | $17M | Sell |
338,842
-17,379
| -5% | -$873K | 0.3% | 68 |
|
|
2023
Q2 | $18.6M | Sell |
356,221
-19,565
| -5% | -$1.02M | 0.32% | 61 |
|
|
2023
Q1 | $18.1M | Sell |
375,786
-4,045
| -1% | -$195K | 0.4% | 46 |
|
|
2022
Q4 | $17.1M | Buy |
379,831
+51,701
| +16% | +$2.33M | 0.42% | 46 |
|
|
2022
Q3 | $13.8M | Sell |
328,130
-23,083
| -7% | -$970K | 0.43% | 40 |
|
|
2022
Q2 | $15.6M | Sell |
351,213
-38,594
| -10% | -$1.71M | 0.44% | 39 |
|
|
2022
Q1 | $20.7M | Buy |
+389,807
| New | +$20.7M | 0.52% | 33 |
|