Spdr S&p 500 Etf shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $85M | 147k | 573.76 |
| 2024-06-30 | $84M | 155k | 544.22 |
| 2024-03-31 | $80M | 154k | 523.07 |
| 2023-12-31 | $72M | 151k | 475.31 |
| 2023-09-30 | $44M | 102k | 427.48 |
| 2023-06-30 | $48M | 108k | 443.28 |
| 2023-03-31 | $18M | 45k | 409.39 |
| 2022-12-31 | $16M | 42k | 382.43 |
| 2022-09-30 | $14M | 39k | 357.26 |
| 2022-06-30 | $16M | 43k | 377.28 |
| 2022-03-31 | $20M | 45k | 451.65 |
| 2021-12-31 | $20M | 43k | 474.95 |
| 2021-09-30 | $4.0M | 9.2k | 429.08 |
| 2021-06-30 | $16M | 36k | 428.04 |
| 2021-03-31 | $11M | 28k | 396.35 |
| 2020-12-31 | $13M | 33k | 373.87 |
| 2020-09-30 | $11M | 31k | 334.91 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $6.0M | 23k | 257.76 |
| 2019-12-31 | $6.4M | 20k | 321.85 |
| 2019-09-30 | $5.8M | 20k | 296.75 |
| 2019-06-30 | $5.2M | 18k | 292.99 |
| 2019-03-31 | $5.1M | 18k | 282.47 |
| 2018-12-31 | $4.2M | 17k | 249.93 |
| 2018-09-30 | $4.3M | 15k | 290.73 |
| 2018-06-30 | $3.8M | 14k | 271.28 |
| 2018-03-31 | $3.8M | 14k | 263.16 |
| 2017-12-31 | $4.2M | 16k | 266.88 |
| 2017-09-30 | $4.3M | 17k | 251.23 |
| 2017-06-30 | $3.1M | 13k | 241.76 |
| 2017-03-31 | $2.5M | 11k | 235.79 |
| 2016-12-31 | $2.3M | 10k | 223.52 |
| 2016-09-30 | $2.7M | 12k | 216.27 |
| 2016-06-30 | $3.5M | 17k | 209.46 |
| 2016-03-31 | $8.9k | 1.8k | 4.87 |
| 2015-12-31 | $1.1M | 5.3k | 205.57 |
| 2015-09-30 | $1.8M | 9.6k | 191.64 |
| 2015-06-30 | $1.3M | 6.2k | 205.77 |
| 2015-03-31 | $1.3M | 6.4k | 206.44 |
| 2014-12-31 | $1.1M | 5.3k | 205.57 |
| 2014-09-30 | $540k | 2.7k | 197.08 |
| 2014-06-30 | $536k | 2.7k | 195.62 |
| 2014-03-31 | $462k | 2.5k | 186.89 |
| 2013-12-31 | $655k | 3.5k | 184.72 |
More positions owned by Sequoia Financial Advisors
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