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PSI Advisors’s AAM S&P 500 High Dividend Value ETF SPDV Stock Holding History

PSI Advisors’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
Q1 		– Sell
-547
Closed -$17.8K – 926
2024
Q4 		$17.8K Buy
547
+4
+0.7% +$135 0.01% 439
2024
Q3 		$18.2K Buy
543
+5
+0.9% +$158 0.01% 438
2024
Q2 		$16.2K Buy
+538
New +$16.2K 0.01% 444

Other funds holding SPDV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PSI Advisors's SPDV Position: Q1 2025 in Review

PSI Advisors sold out of AAM S&P 500 High Dividend Value ETF (SPDV) in Q1 2025, closing a stake of 547 shares — an estimated $17.8K sold.

PSI Advisors first reported a position in SPDV in Q2 2024 and held it in 3 quarters. The position peaked at $18.2K in Q3 2024. 30 funds tracked by Wall St. Rank hold SPDV as of Q1 2025.

  • PSI Advisors reported no remaining AAM S&P 500 High Dividend Value ETF position as of Q1 2025 after selling out during the quarter.
  • PSI Advisors sold 547 AAM S&P 500 High Dividend Value ETF shares in Q1 2025, an estimated $17.8K.
  • PSI Advisors first reported a position in AAM S&P 500 High Dividend Value ETF in Q2 2024 and held it in 3 quarters.
  • PSI Advisors's AAM S&P 500 High Dividend Value ETF position peaked at $18.2K in Q3 2024.
  • 30 funds tracked by Wall St. Rank held AAM S&P 500 High Dividend Value ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.