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 Q2	$387K	Hold	10,000	–	–	0.01%	789
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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

VERPA

Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia $83M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Laird Norton Wetherby Trust Company's SPDV Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company held its AAM S&P 500 High Dividend Value ETF (SPDV) position steady in Q2 2026 at 10,000 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #789.

Laird Norton Wetherby Trust Company first reported a position in SPDV in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold SPDV as of Q2 2026.

Laird Norton Wetherby Trust Company held 10,000 shares of AAM S&P 500 High Dividend Value ETF worth $387K as of Q2 2026.
Laird Norton Wetherby Trust Company left its AAM S&P 500 High Dividend Value ETF share count unchanged in Q2 2026.
AAM S&P 500 High Dividend Value ETF made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #789 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 3 quarters since.
39 funds tracked by Wall St. Rank held AAM S&P 500 High Dividend Value ETF as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.