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

Sequoia Financial Advisors, LLC holds 2M shares of SPGM (SPDR INDEX SHS FDS), worth $151.8M as of 2026-Q1. The position was increased (+15.3% shares). SPGM represents 0.8% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$151.8M

Current Shares

2M

Total Value Change

+$72M

Total Shares Change

+692,560

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2M
+15.3%
$151.8M0.8%$78.35
49
2025-Q4
Increased
1.7M
+24.8%
$133.3M0.7%$77.19
52
2025-Q3
Increased
1.4M
+8.8%
$104.4M0.6%$73.77
46
2025-Q2
Decreased
1.3M
-6.9%
$88.4M0.6%$67.95
0
2025-Q1
Increased
1.4M
+4.4%
$85.8M0.7%$61.16
44
2024-Q4
Increased
1.3M
+0.3%
$83.4M0.8%$62.25
42
2024-Q3
Increased
1.3M
+0.0%
$85M0.9%$62.74
42
2024-Q2
Decreased
1.3M
-3.7%
$79.8M1.0%$58.91
0

Other major holders of SPGM: LPL Financial LLC

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