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SPEM

3 quarters

Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in SPDR INDEX SHS FDS

No. Sequoia Financial Advisors exited its SPEM position in Q2 2023. Its Q1 2023 13F listed 9,600 shares worth $327,648. Sequoia Financial Advisors first reported SPEM in Q4 2022 and held it in 2 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$316,416

Total Shares Change

-9,600

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2023-Q2
Latest
Exited
0
-100.0%
$00.0%$31.65
0
2023-Q1
Unchanged
9,600
0.0%
$327,6480.0%$31.03
0
2022-Q4
New
9,600
-
$316,4160.0%$29.97
33

Other major holders of SPEM: Creative Planning

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