Laird Norton Wetherby Wealth Management’s AAM S&P 500 High Dividend Value ETF SPDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
+10,000
| New | +$324K | 0.01% | 694 |
|
|
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% | 708 |
|
|
2024
Q1 | $314K | Hold |
10,000
| – | – | 0.02% | 726 |
|
|
2023
Q4 | $295K | Hold |
10,000
| – | – | 0.02% | 727 |
|
|
2023
Q3 | $273K | Hold |
10,000
| – | – | 0.02% | 711 |
|
|
2023
Q2 | $285K | Hold |
10,000
| – | – | 0.02% | 736 |
|
|
2023
Q1 | $282K | Hold |
10,000
| – | – | 0.02% | 729 |
|
|
2022
Q4 | $291K | Sell |
10,000
-10,000
| -50% | -$291K | 0.02% | 691 |
|
|
2022
Q3 | $508K | Sell |
20,000
-10,000
| -33% | -$254K | 0.04% | 488 |
|
|
2022
Q2 | $856K | Buy |
30,000
+15,000
| +100% | +$428K | 0.06% | 326 |
|
|
2022
Q1 | $476K | Hold |
15,000
| – | – | 0.03% | 539 |
|
|
2021
Q4 | $464K | Hold |
15,000
| – | – | 0.03% | 552 |
|
|
2021
Q3 | $444K | Hold |
15,000
| – | – | 0.03% | 537 |
|
|
2021
Q2 | $454K | Buy |
+15,000
| New | +$454K | 0.03% | 547 |
|
|
2021
Q1 | – | Sell |
-15,000
| Closed | -$370K | – | 864 |
|
|
2020
Q4 | $370K | Buy |
+15,000
| New | +$370K | 0.03% | 569 |
|