Sequoia Financial Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $42.4M | Sell |
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|
2025
Q2 | $40.9M | Sell |
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|
2025
Q1 | $38.2M | Sell |
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|
2024
Q4 | $41.1M | Sell |
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|
2024
Q3 | $41.2M | Sell |
|
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|
2024
Q2 | $39.5M | Sell |
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|
2024
Q1 | $38.2M | Sell |
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|
2023
Q4 | $39M | Buy |
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|
2023
Q3 | $17M | Sell |
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|
2023
Q2 | $18.6M | Sell |
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|
2023
Q1 | $18.1M | Sell |
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|
2022
Q4 | $17.1M | Buy |
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|
2022
Q3 | $13.8M | Sell |
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|
2022
Q2 | $15.6M | Sell |
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|
2022
Q1 | $20.7M | Buy |
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