Back to Sequoia Financial Advisors, LLC

SPY
Showing 8 of 29 quarters

Position history for Sequoia Financial Advisors, LLC's holdings in State Street Spdr S&p 500 Etf Trust TR UNIT

Sequoia Financial Advisors, LLC holds 158,417 shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), worth $103M as of 2026-Q1. The position was increased (+0.1% shares). SPY represents 0.6% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$103M

Current Shares

158,417

Total Value Change

+$23.4M

Total Shares Change

+12,086

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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
2024-Q2
Increased
146,331
+1.4%
$79.6M1.0%$534.46
42

Other major holders of SPY: JPMORGAN CHASE & CO

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used