Sequoia Financial Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Sequoia Financial Advisors’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.38M	Sell
2025 Q2	$3.16M	Sell
2025 Q1	$3.05M	Buy
2024 Q4	$3.23M	Sell
2024 Q3	$3.34M	Sell
2024 Q2	$3.07M	Buy
2024 Q1	$3.11M	Sell
2023 Q4	$3.15M	Buy
2023 Q3	$845K	Buy