Sequoia Financial Advisors, LLC

SEC CIK: 0001599900
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Sequoia Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overview All 13F holders of SPY Full Q2 2026 holdings

Shares (Q2 2026): 160,362
Value: $119.8M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of SPY by Sequoia Financial Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	160,362	$119.8M	0.6%	+1,945+1.2%	Added	Holders
Q1 2026	158,417	$103.0M	0.6%	+207+0.1%	Added	Holders
Q4 2025	158,210	$107.9M	0.6%	+6,901+4.6%	Added	Holders
Q3 2025	151,309	$100.8M	0.6%	−689−0.5%	Reduced	Holders
Q2 2025	151,998	$93.9M	0.6%	−1,335−0.9%	Reduced	Holders
Q1 2025	153,333	$85.8M	0.7%	−387−0.3%	Reduced	Holders
Q4 2024	153,720	$90.1M	0.9%	+7,990+5.5%	Added	Holders
Q3 2024	145,730	$83.6M	0.9%	−601−0.4%	Reduced	Holders
Q2 2024	146,331	$79.6M	1.0%	+1,956+1.4%	Added	Holders
Q1 2024	144,375	$75.5M	0.9%	−5,139−3.4%	Reduced	Holders
Q4 2023	149,514	$71.1M	0.9%	+48,590+48.1%	Added	Holders
Q3 2023	100,924	$43.1M	0.8%	−5,117−4.8%	Reduced	Holders
Q2 2023	106,041	$47.0M	0.8%	+63,595+149.8%	Added	Holders
Q1 2023	42,446	$17.4M	0.4%	+628+1.5%	Added	Holders
Q4 2022	41,818	$16.0M	0.4%	+2,583+6.6%	Added	Holders
Q3 2022	39,235	$14.0M	0.4%	−3,561−8.3%	Reduced	Holders
Q2 2022	42,796	$16.1M	0.5%	−1,710−3.8%	Reduced	Holders
Q1 2022	44,506	$20.1M	0.5%	+1,744+4.1%	Added	Holders
Q4 2021	42,762	$20.3M	0.6%	+33,526+363.0%	Added	Holders
Q3 2021	9,236	$3.96M	0.4%	−27,043−74.5%	Reduced	Holders
Q2 2021	36,279	$15.5M	0.6%	+8,243+29.4%	Added	Holders
Q1 2021	28,036	$11.1M	0.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.