SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

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

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

Q4 2025
Shares 41,793 Value ($000) $2,374 Avg Close — Range —
Q3 2025
Shares 47,132 Value ($000) $2,608 Avg Close — Range —
Q2 2025
Shares 49,930 Value ($000) $2,613 Avg Close — Range —
Q1 2025
Shares 53,395 Value ($000) $2,727 Avg Close — Range —
Q4 2024
Shares 52,665 Value ($000) $2,693 Avg Close — Range —
Q3 2024
Shares 47,201 Value ($000) $2,495 Avg Close — Range —
Q2 2024
Shares 50,444 Value ($000) $2,459 Avg Close — Range —
Q1 2024
Shares 51,806 Value ($000) $2,595 Avg Close — Range —
Q4 2023
Shares 60,824 Value ($000) $2,836 Avg Close — Range —
Q3 2023
Shares 22,040 Value ($000) $909 Avg Close — Range —
Q2 2023
Shares 22,411 Value ($000) $968 Avg Close — Range —
Q1 2023
Shares 23,764 Value ($000) $968 Avg Close — Range —
Q4 2022
Shares 27,525 Value ($000) $1,070 Avg Close — Range —
Q3 2022
Shares 9,518 Value ($000) $328 Avg Close — Range —
Q2 2022
Shares 8,528 Value ($000) $314 Avg Close — Range —
Q1 2022
Shares 15,107 Value ($000) $631 Avg Close — Range —