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Arax Advisory Partners’s AAM S&P 500 High Dividend Value ETF SPDV Stock Holding History

Arax Advisory Partners’s Portfolio SPDV Stock Details SPDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-135
Closed -$4.39K – 3184
2025
Q1 		$4.39K Buy
+135
New +$4.47K ﹤0.01% 1823

Other funds holding SPDV

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Cetera Investment Advisers
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
TSWM
Tyler-Stone Wealth Management Beachwood, Ohio $621M AUM 25.44% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Arax Advisory Partners's SPDV Position: Q2 2025 in Review

Arax Advisory Partners sold out of AAM S&P 500 High Dividend Value ETF (SPDV) in Q2 2025, closing a stake of 135 shares — an estimated $4.39K sold.

Arax Advisory Partners first reported a position in SPDV in Q1 2025 and held it in 1 quarter. The position peaked at $4.39K in Q1 2025. 30 funds tracked by Wall St. Rank hold SPDV as of Q2 2025.

  • Arax Advisory Partners reported no remaining AAM S&P 500 High Dividend Value ETF position as of Q2 2025 after selling out during the quarter.
  • Arax Advisory Partners sold 135 AAM S&P 500 High Dividend Value ETF shares in Q2 2025, an estimated $4.39K.
  • Arax Advisory Partners first reported a position in AAM S&P 500 High Dividend Value ETF in Q1 2025 and held it in 1 quarter.
  • Arax Advisory Partners's AAM S&P 500 High Dividend Value ETF position peaked at $4.39K in Q1 2025.
  • 30 funds tracked by Wall St. Rank held AAM S&P 500 High Dividend Value ETF as of Q2 2025.

Based on Arax Advisory Partners's 13F filing for Q2 2025, filed 12 Aug 2025.