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

Sequoia Wealth Management’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
2019 Q4	–	Sell	-3,116	Closed	-$925K	–	43
2019 Q3	$925K	Sell	3,116 -201	-6%	-$59.4K	1.89%	15
2019 Q2	$986K	Buy	3,317 +316	+11%	+$91K	0.93%	21
2019 Q1	$846K	Sell	3,001 -11	-0.4%	-$2.99K	0.69%	29
2018 Q4	$753K	Buy	3,012 +294	+11%	+$79.3K	0.75%	26
2018 Q3	$790K	Buy	2,718 +280	+11%	+$79.7K	0.68%	33
2018 Q2	$661K	Hold	2,438	–	–	0.7%	34
2018 Q1	$642K	Sell	2,438 -4,150	-63%	-$1.13M	0.62%	30
2017 Q4	$1.8M	Buy	+6,588	New	+$1.71M	1.63%	18

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Sequoia Wealth Management's SPY Position: Q4 2019 in Review

Sequoia Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2019, closing a stake of 3,116 shares — an estimated $925K sold.

Sequoia Wealth Management first reported a position in SPY in Q4 2017 and held it in 8 quarters. The position peaked at $1.8M in Q4 2017. 2,439 funds tracked by Wall St. Rank hold SPY as of Q4 2019.

Sequoia Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2019 after selling out during the quarter.
Sequoia Wealth Management sold 3,116 State Street SPDR S&P 500 ETF Trust shares in Q4 2019, an estimated $925K.
Sequoia Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and held it in 8 quarters.
Sequoia Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.8M in Q4 2017.
2,439 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.