Sequoia Financial Advisors, LLC's ownership history for SPY

Sequoia Financial Advisors, LLC currently holds 158.2K shares with a market value of $107.9M. It started holding SPY on 2024-09-30. At its peak, it held 158.2K shares on 2025-12-31. Its highest holding value was $107.9M on 2025-12-31. At its lowest, it held 145.7K shares on 2024-09-30, with a value of $83.6M on 2024-09-30. In the recent 180 days, Sequoia Financial Advisors, LLC has increased its shares by 6.2K. In the recent year, Sequoia Financial Advisors, LLC has increased its shares by 4.5K.

It has also owned 420 contracts of calls, with the market value of the underlying securities totaling $28.6M on 2024-09-30. At its peak, it held 420 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $28.6M on 2025-12-31. At its lowest, it held 14 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $803.3K on 2024-09-30. In the recent 180 days, Sequoia Financial Advisors, LLC has increased its holdings by 60 contracts. In the recent year, Sequoia Financial Advisors, LLC has increased its holdings by 239 contracts.

It has also owned 330 contracts of puts, with the market value of the underlying securities totaling $530.1K on 2024-09-30. At its peak, it held 330 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $530.1K on 2025-09-30. At its lowest, it held 2 contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $114.8K on 2024-09-30. In the recent 180 days, Sequoia Financial Advisors, LLC has increased its holdings by 328 contracts.