Sequoia Financial Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.9M | Sell |
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|
2025
Q1 | $85.8M | Sell |
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|
2024
Q4 | $90.1M | Buy |
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|
2024
Q3 | $83.6M | Sell |
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|
2024
Q2 | $79.6M | Buy |
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|
2024
Q1 | $75.5M | Sell |
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|
2023
Q4 | $71.1M | Buy |
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|
2023
Q3 | $43.1M | Sell |
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|
2023
Q2 | $47M | Buy |
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|
2023
Q1 | $17.4M | Buy |
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|
2022
Q4 | $16M | Buy |
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|
2022
Q3 | $14M | Sell |
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|
2022
Q2 | $16.1M | Sell |
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|
2022
Q1 | $20.1M | Buy |
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|
2021
Q4 | $20.3M | Buy |
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|
2021
Q3 | $3.96M | Sell |
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|
2021
Q2 | $15.5M | Buy |
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|
2021
Q1 | $11.1M | Sell |
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|
2020
Q4 | $12.5M | Buy |
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|
2020
Q3 | $10.5M | Buy |
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|
2020
Q2 | $9.35M | Buy |
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|
2020
Q1 | $6.04M | Buy |
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|
2019
Q4 | $6.42M | Buy |
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|
2019
Q3 | $5.84M | Buy |
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|
2019
Q2 | $5.24M | Sell |
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|
2019
Q1 | $5.11M | Buy |
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|
2018
Q4 | $4.19M | Buy |
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|
2018
Q3 | $4.33M | Buy |
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|
2018
Q2 | $3.84M | Sell |
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|
2018
Q1 | $3.77M | Sell |
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|
2017
Q4 | $4.22M | Sell |
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|
2017
Q3 | $4.25M | Buy |
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|
2017
Q2 | $3.14M | Buy |
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|
2017
Q1 | $2.54M | Buy |
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|
2016
Q4 | $2.33M | Sell |
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|
2016
Q3 | $2.67M | Sell |
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|
2016
Q2 | $3.54M | Buy |
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|
2016
Q1 | $1.84M | Sell |
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|
2015
Q4 | $1.89M | Sell |
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|
2015
Q3 | $1.85M | Buy |
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|
2015
Q2 | $1.28M | Sell |
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|
2015
Q1 | $1.32M | Buy |
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|
2014
Q4 | $1.09M | Buy |
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|
2014
Q3 | $540K | Hold |
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|
2014
Q2 | $536K | Buy |
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|
2014
Q1 | $462K | Sell |
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|
2013
Q4 | $655K | Buy |
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