Sequoia Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.8M	Sell	30,500 -7,200	-19%	-$5.22M	0.11%	131
2026 Q1	$24.5M	Buy	+37,700	New	+$25.6M	0.14%	111
2025 Q4	–	Sell	-41,600	Closed	-$28.1M	–	106
2025 Q3	$27.7M	Buy	+41,600	New	+$26.7M	0.17%	105
2025 Q2	–	Hold	0	–	–	–	113
2025 Q1	–	Hold	0	–	–	–	135
2024 Q4	–	Hold	0	–	–	–	169
2024 Q3	–	Hold	0	–	–	–	606
2024 Q2	–	Hold	0	–	–	–	313
2024 Q1	–	Hold	0	–	–	–	347
2023 Q4	–	Hold	0	–	–	–	656
2023 Q3	–	Hold	0	–	–	–	466
2023 Q2	–	Hold	0	–	–	–	458
2023 Q1	–	Hold	0	–	–	–	401
2022 Q4	–	Hold	0	–	–	–	781

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Sequoia Financial Advisors's SPY Position: Q2 2026 in Review

Sequoia Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.2% in Q2 2026, buying an estimated $1.41M and bringing the position to 160,362 shares worth $120M. The position accounts for 0.6% of the portfolio, ranked #35.

Sequoia Financial Advisors first reported a position in SPY in Q4 2013 and has held it in 51 quarters since. 972 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Sequoia Financial Advisors held 160,362 shares of State Street SPDR S&P 500 ETF Trust worth $120M as of Q2 2026.
Sequoia Financial Advisors bought 1,945 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.41M.
State Street SPDR S&P 500 ETF Trust made up 0.6% of Sequoia Financial Advisors's portfolio in Q2 2026, its #35 holding.
Sequoia Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 51 quarters since.
972 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.