Sequoia Financial Advisors’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.14M	Sell
2025 Q1	$3.07M	Buy
2024 Q4	$2.95M	Buy
2024 Q3	$2.83M	Buy
2024 Q2	$2.48M	Buy
2024 Q1	$2.4M	Hold
2023 Q4	$2.19M	Buy