How many shares of SPGM does Sequoia Financial Advisors, LLC own?

As of 2026-Q2, Sequoia Financial Advisors, LLC holds 2.2M shares of SPGM (SPDR INDEX SHS FDS).

What is Sequoia Financial Advisors, LLC's SPGM position worth?

As of 2026-Q2, Sequoia Financial Advisors, LLC's SPGM position is worth $189.7M.

Is Sequoia Financial Advisors, LLC buying or selling SPGM?

In 2026-Q2, Sequoia Financial Advisors, LLC increased their SPGM position (+10.4% change in shares).

When did Sequoia Financial Advisors, LLC first buy SPGM?

Based on available 13F filings, Sequoia Financial Advisors, LLC first reported a position in SPGM in 2019-Q1. They have held the position across 30 quarters.

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Sequoia Financial Advisors, LLC

SPGM
30 quarters

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

Current Value

$189.7M

Current Shares

2.2M

Total Value Change

+$169.9M

Total Shares Change

+2M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	2.2M	+10.4%	$189.7M	0.9%	$85.67	48
2026-Q1	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
2024-Q1	Increased	1.4M	+1.3%	$81.3M	1.0%	$57.32	47
2023-Q4	Increased	1.3M	+1.4%	$74.4M	0.9%	$53.15	42
2023-Q3	Increased	1.3M	+0.1%	$67M	1.2%	$47.99	46
2023-Q2	Increased	1.3M	+7.3%	$69.4M	1.2%	$49.23	50
2023-Q1	Decreased	1.2M	-3.9%	$61.6M	1.4%	$46.37	0
2022-Q4	Increased	1.3M	+4.8%	$59.9M	1.5%	$43.80	49
2022-Q3	Decreased	1.2M	-2.4%	$52.4M	1.7%	$40.03	0
2022-Q2	Decreased	1.3M	-3.4%	$57.8M	1.6%	$43.08	0
2022-Q1	Increased	1.3M	+4.0%	$71.3M	1.8%	$51.00	49
2021-Q4	Increased	1.3M	+217.8%	$72.4M	2.0%	$53.18	75
2021-Q3	Decreased	393,707	-67.0%	$21.6M	2.2%	$50.02	0
2021-Q2	Increased	1.2M	+68.9%	$66.2M	2.4%	$50.36	75
2021-Q1	Decreased	706,161	-12.7%	$37M	1.5%	$46.97	0
2020-Q4	Decreased	808,992	-1.4%	$39.4M	1.8%	$44.11	0
2020-Q3	Decreased	820,394	-2.3%	$35.5M	1.9%	$38.31	0
2020-Q2	Increased	839,565	+10.0%	$33.4M	2.0%	$35.14	50
2020-Q1	Increased	763,442	+7.7%	$25.7M	1.9%	$30.15	49
2019-Q4	Increased	709,090	+8.6%	$30.4M	1.9%	$37.89	49
2019-Q3	Increased	653,262	+116.7%	$26.1M	1.9%	$34.73	73
2019-Q2	Increased	301,427	+18.8%	$24.1M	1.8%	$34.92	53
2019-Q1	New	253,791	-	$19.8M	1.6%	$33.71	65

Other major holders of SPGM: LPL Financial LLC

SPGM30 quarters

SPGM
30 quarters