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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

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap Value held by Sargent Investment Group 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 Sargent Investment Group

Quarter filed Position value Share count Share price at filing
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

More positions owned by Sargent Investment Group

Spdr Ser Tr Bloomberg 3-12 M (BILS)
Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Cantaloupe (CTLP)
Universal Display Corporation (OLED)
Blackstone Group Inc Com Cl A (BX)
Carlyle Group (CG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Palantir Technologies Cl A (PLTR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
International Business Machines (IBM)
Iron Mountain (IRM)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Amazon (AMZN)

View all positions for Sargent Investment Group

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
Jpmorgan Chase & Co
Willis Johnson & Associates
Franklin Resources
Betterment
Advisory Alpha
Tiaa Trust, National Association

View all funds holding SPDR DJ Wilshire Large Cap Value