SPDR DJ Wilshire Large Cap Value shares owned by Sargent Investment Group
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Sargent Investment Group
from 13F filings
Historical chart of Sargent Investment Group investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Sargent Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $16M | 309k | 52.86 |
| 2024-06-30 | $8.5M | 174k | 48.74 |
| 2024-03-31 | $8.7M | 173k | 50.10 |
| 2023-12-31 | $8.2M | 176k | 46.63 |
| 2023-09-30 | $7.3M | 177k | 41.26 |
| 2023-06-30 | $7.4M | 172k | 43.20 |
| 2023-03-31 | $6.6M | 163k | 40.74 |
| 2022-12-31 | $6.6M | 170k | 38.89 |
| 2022-09-30 | $5.9M | 163k | 35.91 |
| 2022-06-30 | $5.8M | 158k | 36.82 |
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