SPDR SER TR

Ticker: SPTM CUSIP: 78464A805 Class: PORTFOLI S&P1500

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

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

Q4 2025
Shares 40,660 Value ($000) $3,354 Avg Close — Range —
Q3 2025
Shares 42,038 Value ($000) $3,390 Avg Close — Range —
Q2 2025
Shares 41,928 Value ($000) $3,140 Avg Close — Range —
Q1 2025
Shares 45,086 Value ($000) $3,066 Avg Close — Range —
Q4 2024
Shares 41,264 Value ($000) $2,947 Avg Close — Range —
Q3 2024
Shares 40,331 Value ($000) $2,826 Avg Close — Range —
Q2 2024
Shares 37,440 Value ($000) $2,484 Avg Close — Range —
Q1 2024
Shares 37,439 Value ($000) $2,402 Avg Close — Range —
Q4 2023
Shares 37,439 Value ($000) $2,188 Avg Close — Range —