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SPDR DJ Wilshire Large Cap Value shares owned by Sequent Planning

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

Historical chart of Sequent Planning 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 Planning 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 Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 20k 55.33
2025-06-30 $960k 18k 52.34
2025-03-31 $818k 16k 51.07
2024-12-31 $796k 16k 51.14
2024-09-30 $824k 16k 52.86

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Ishares Tr Core Us Aggbd Et (AGG)
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Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
Franklin Templeton Etf Tr Us Equity Index (USPX)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Select Sector Spdr Tr Technology (XLK)
Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Legg Mason Etf Invt Franklin Us Low (LVHD)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)

View all positions for Sequent Planning

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Goldman Sachs Group
Hanson McClain Advisors
Morgan Stanley
Ameriprise Financial
ValMark Advisers
Jpmorgan Chase & Co
UBS Group
Raymond James Financial
Advisory Alpha
Willis Johnson & Associates
Equitable Holdings
Dynasty Wealth Management
NorthRock Partners

View all funds holding SPDR DJ Wilshire Large Cap Value