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Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in STATE STREET SPDR S&P 500 ETF TRUST CL USD INC

Sequoia Financial Advisors, LLC holds 160,362 shares of SPY (STATE STREET SPDR S&P 500 ETF TRUST CL USD INC), worth $119.8M as of 2026-Q2. The position was increased (+1.2% shares). SPY represents 0.6% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$119.8M

Current Shares

160,362

Total Value Change

+$36.1M

Total Shares Change

+14,632

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
160,362
+1.2%
$119.8M0.6%$746.77
43
2026-Q1
Increased
158,417
+0.1%
$103M0.6%$680.33
42
2025-Q4
Increased
158,210
+4.6%
$107.9M0.6%$687.01
44
2025-Q3
Decreased
151,309
-0.5%
$100.8M0.6%$661.72
0
2025-Q2
Decreased
151,998
-0.9%
$93.9M0.6%$611.40
0
2025-Q1
Decreased
153,333
-0.3%
$85.8M0.7%$550.86
0
2024-Q4
Increased
153,720
+5.5%
$90.1M0.9%$581.39
44
2024-Q3
Decreased
145,730
-0.4%
$83.6M0.9%$562.94
0

Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, JANE STREET GROUP, LLC

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