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SPDR DJ Wilshire Large Cap Value shares owned by Sequent Asset Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Sequent Asset Management from 13F filings

Historical chart of Sequent Asset Management investment in SPDR DJ Wilshire Large Cap Value

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap Value held by Sequent Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Sequent Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $982k 20k 50.12
2023-12-31 $865k 19k 46.63
2023-09-30 $544k 13k 41.26
2023-06-30 $570k 13k 43.20
2023-03-31 $549k 14k 40.69
2022-12-31 $528k 14k 38.91
2021-06-30 $1.9M 49k 39.55
2021-03-31 $1.1M 30k 37.89

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DFA US Small Cap Value MF (DFSVX)
SPDR S&P 500 Growth Ui (SPYG)
iShares Rus Mid Cap Growth ETF Ui (IWP)
Vanguard S&P 500 ETF Ui (VOO)
iShares Rus 2000 Growth ETF Ui (IWO)
Fidelity Adv Advisor Intl Z MF (FIDZX)
iShares Min Vol USA ETF Ui (USMV)
Amazon (AMZN)
iShares S&P 500 Val ETF Ui (IVE)
SPDR S&P 500 ETF Tr Ui (SPY)
American Century ETF Tr US Sma Ui (AVUV)
Fidelity Quality Fctor ETF Ui (FQAL)

View all positions for Sequent Asset Management

Top funds holding SPDR DJ Wilshire Large Cap Value

Hanson McClain Advisors
Horizon Investments
ValMark Advisers
Advisor Group Holdings
UBS Group
Bank of America Corporation
CWM
Royal Bank of Canada
Raymond James Financial Services Advisors
Advisory Alpha
Jpmorgan Chase & Co
Willis Johnson & Associates
Franklin Resources
Betterment
Tiaa Trust, National Association

View all funds holding SPDR DJ Wilshire Large Cap Value