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
Other major holders of SPGM: LPL Financial LLC
Increased |
| 2M |
+15.3% |
| $151.8M |
| 0.8% |
| $78.35 |
49 |
| 2025-Q4 | Increased | 1.7M | +24.8% | $133.3M | 0.7% | $77.19 | 52 |
| 2025-Q3 | Increased | 1.4M | +8.8% | $104.4M | 0.6% | $73.77 | 46 |
| 2025-Q2 | Decreased | 1.3M | -6.9% | $88.4M | 0.6% | $67.95 | 0 |
| 2025-Q1 | Increased | 1.4M | +4.4% | $85.8M | 0.7% | $61.16 | 44 |
| 2024-Q4 | Increased | 1.3M | +0.3% | $83.4M | 0.8% | $62.25 | 42 |
| 2024-Q3 | Increased | 1.3M | +0.0% | $85M | 0.9% | $62.74 | 42 |
| 2024-Q2 | Decreased | 1.3M | -3.7% | $79.8M | 1.0% | $58.91 | 0 |