LNWTC
SPDV icon

Laird Norton Wetherby Trust Company’s AAM S&P 500 High Dividend Value ETF SPDV Stock Holding History

Laird Norton Wetherby Trust Company’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
2026
Q1 		$373K Hold
10,000
– – 0.01% 799
2025
Q4 		$348K Buy
+10,000
New +$344K 0.01% 837

Other funds holding SPDV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Laird Norton Wetherby Trust Company's SPDV Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company held its AAM S&P 500 High Dividend Value ETF (SPDV) position steady in Q1 2026 at 10,000 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #799.

Laird Norton Wetherby Trust Company first reported a position in SPDV in Q4 2025 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold SPDV as of Q1 2026.

  • Laird Norton Wetherby Trust Company held 10,000 shares of AAM S&P 500 High Dividend Value ETF worth $373K as of Q1 2026.
  • Laird Norton Wetherby Trust Company left its AAM S&P 500 High Dividend Value ETF share count unchanged in Q1 2026.
  • AAM S&P 500 High Dividend Value ETF made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #799 holding.
  • Laird Norton Wetherby Trust Company first reported a position in AAM S&P 500 High Dividend Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held AAM S&P 500 High Dividend Value ETF as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.