Key Client Fiduciary Advisors’s AAM S&P 500 High Dividend Value ETF SPDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $609K | Sell |
15,807
-843
| -5% | -$32.2K | 0.18% | 116 |
|
|
2026
Q1 | $620K | Sell |
16,650
-123
| -0.7% | -$4.57K | 0.21% | 101 |
|
|
2025
Q4 | $581K | Buy |
16,773
+16
| +0.1% | +$551 | 0.2% | 103 |
|
|
2025
Q3 | $582K | Sell |
16,757
-134
| -0.8% | -$4.53K | 0.19% | 102 |
|
|
2025
Q2 | $548K | Buy |
16,891
+6,018
| +55% | +$188K | 0.22% | 101 |
|
|
2025
Q1 | $354K | Buy |
10,873
+18
| +0.2% | +$596 | 0.16% | 135 |
|
|
2024
Q4 | $353K | Buy |
10,855
+12
| +0.1% | +$405 | 0.16% | 134 |
|
|
2024
Q3 | $364K | Buy |
10,843
+15
| +0.1% | +$474 | 0.16% | 130 |
|
|
2024
Q2 | $326K | Sell |
10,828
-7,485
| -41% | -$225K | 0.16% | 133 |
|
|
2024
Q1 | $575K | Buy |
18,313
+529
| +3% | +$15.7K | 0.31% | 77 |
|
|
2023
Q4 | $524K | Sell |
17,784
-510
| -3% | -$14K | 0.3% | 79 |
|
|
2023
Q3 | $499K | Buy |
18,294
+1,028
| +6% | +$29.3K | 0.31% | 78 |
|
|
2023
Q2 | $491K | Buy |
17,266
+7
| +0% | +$194 | 0.29% | 83 |
|
|
2023
Q1 | $487K | Sell |
17,259
-491
| -3% | -$14.4K | 0.3% | 76 |
|
|
2022
Q4 | $517K | Buy |
17,750
+850
| +5% | +$24.3K | 0.35% | 64 |
|
|
2022
Q3 | $430K | Sell |
16,900
-500
| -3% | -$14.3K | 0.39% | 53 |
|
|
2022
Q2 | $496K | Hold |
17,400
| – | – | 0.48% | 47 |
|
|
2022
Q1 | $552K | Hold |
17,400
| – | – | 0.44% | 55 |
|
|
2021
Q4 | $538K | Buy |
+17,400
| New | +$527K | 0.44% | 57 |
|
Key Client Fiduciary Advisors's SPDV Position: Q2 2026 in Review
Key Client Fiduciary Advisors reduced its AAM S&P 500 High Dividend Value ETF (SPDV) stake by 5.1% in Q2 2026, selling an estimated $32.2K and leaving 15,807 shares worth $609K. The position accounts for 0.18% of the portfolio, ranked #116.
Key Client Fiduciary Advisors first reported a position in SPDV in Q4 2021 and has held it in 19 quarters since. The position peaked at $620K in Q1 2026. 1 fund tracked by Wall St. Rank holds SPDV as of Q2 2026.
- Key Client Fiduciary Advisors held 15,807 shares of AAM S&P 500 High Dividend Value ETF worth $609K as of Q2 2026.
- Key Client Fiduciary Advisors sold 843 AAM S&P 500 High Dividend Value ETF shares in Q2 2026, an estimated $32.2K.
- AAM S&P 500 High Dividend Value ETF made up 0.18% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #116 holding.
- Key Client Fiduciary Advisors first reported a position in AAM S&P 500 High Dividend Value ETF in Q4 2021 and has held it in 19 quarters since.
- Key Client Fiduciary Advisors's AAM S&P 500 High Dividend Value ETF position peaked at $620K in Q1 2026.
- 1 fund tracked by Wall St. Rank held AAM S&P 500 High Dividend Value ETF as of Q2 2026.
Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.