SPDR SER TR

Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 41,050 Value ($000) $4,380 Avg Close — Range —
Q3 2025
Shares 41,666 Value ($000) $4,355 Avg Close — Range —
Q2 2025
Shares 47,289 Value ($000) $4,508 Avg Close — Range —
Q1 2025
Shares 104,755 Value ($000) $8,419 Avg Close — Range —
Q4 2024
Shares 100,042 Value ($000) $8,794 Avg Close — Range —
Q3 2024
Shares 98,593 Value ($000) $8,177 Avg Close — Range —
Q2 2024
Shares 110,499 Value ($000) $8,854 Avg Close — Range —
Q1 2024
Shares 126,210 Value ($000) $9,232 Avg Close — Range —
Q4 2023
Shares 205,679 Value ($000) $13,381 Avg Close — Range —
Q3 2023
Shares 180,214 Value ($000) $10,683 Avg Close — Range —
Q2 2023
Shares 179,070 Value ($000) $10,925 Avg Close — Range —