SPDR SER TR

Ticker: SPSM CUSIP: 78468R853 Class: PORTFOLIO S&P600

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

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

Q4 2025
Shares 72,525 Value ($000) $3,399 Avg Close — Range —
Q3 2025
Shares 72,931 Value ($000) $3,378 Avg Close — Range —
Q2 2025
Shares 74,290 Value ($000) $3,165 Avg Close — Range —
Q1 2025
Shares 74,869 Value ($000) $3,052 Avg Close — Range —
Q4 2024
Shares 72,016 Value ($000) $3,235 Avg Close — Range —
Q3 2024
Shares 73,497 Value ($000) $3,345 Avg Close — Range —
Q2 2024
Shares 73,958 Value ($000) $3,071 Avg Close — Range —
Q1 2024
Shares 72,362 Value ($000) $3,114 Avg Close — Range —
Q4 2023
Shares 74,567 Value ($000) $3,145 Avg Close — Range —
Q3 2023
Shares 22,897 Value ($000) $845 Avg Close — Range —