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

Laird Norton Wetherby Wealth Management’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 Q3	$695K	Buy	20,000 +10,000	+100%	+$338K	0.03%	470
2025 Q2	$324K	Buy	+10,000	New	+$312K	0.01%	695
2024 Q4	$325K	Hold	10,000	–	–	0.02%	676
2024 Q3	$336K	Hold	10,000	–	–	0.02%	692
2024 Q2	$301K	Hold	10,000	–	–	0.01%	712
2024 Q1	$314K	Hold	10,000	–	–	0.02%	730
2023 Q4	$295K	Hold	10,000	–	–	0.02%	730
2023 Q3	$273K	Hold	10,000	–	–	0.02%	713
2023 Q2	$285K	Hold	10,000	–	–	0.02%	739
2023 Q1	$282K	Hold	10,000	–	–	0.02%	730
2022 Q4	$291K	Sell	10,000 -10,000	-50%	-$286K	0.02%	693
2022 Q3	$508K	Sell	20,000 -10,000	-33%	-$287K	0.04%	488
2022 Q2	$856K	Buy	30,000 +15,000	+100%	+$464K	0.06%	326
2022 Q1	$476K	Hold	15,000	–	–	0.03%	539
2021 Q4	$464K	Hold	15,000	–	–	0.03%	558
2021 Q3	$444K	Hold	15,000	–	–	0.03%	546
2021 Q2	$454K	Buy	+15,000	New	+$458K	0.03%	554
2021 Q1	–	Sell	-15,000	Closed	-$370K	–	884
2020 Q4	$370K	Buy	+15,000	New	+$350K	0.03%	576

Other funds holding SPDV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's SPDV Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its AAM S&P 500 High Dividend Value ETF (SPDV) stake by 100% in Q3 2025, buying an estimated $338K and bringing the position to 20,000 shares worth $695K. The position accounts for 0.03% of the portfolio, ranked #470.

Laird Norton Wetherby Wealth Management first reported a position in SPDV in Q4 2020 and has held it in 18 quarters since. The position peaked at $856K in Q2 2022. 31 funds tracked by Wall St. Rank hold SPDV as of Q3 2025.

Laird Norton Wetherby Wealth Management held 20,000 shares of AAM S&P 500 High Dividend Value ETF worth $695K as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 10,000 AAM S&P 500 High Dividend Value ETF shares in Q3 2025, an estimated $338K.
AAM S&P 500 High Dividend Value ETF made up 0.03% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #470 holding.
Laird Norton Wetherby Wealth Management first reported a position in AAM S&P 500 High Dividend Value ETF in Q4 2020 and has held it in 18 quarters since.
Laird Norton Wetherby Wealth Management's AAM S&P 500 High Dividend Value ETF position peaked at $856K in Q2 2022.
31 funds tracked by Wall St. Rank held AAM S&P 500 High Dividend Value ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.