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Steward Partners Investment Advisory’s AAM S&P 500 High Dividend Value ETF SPDV Stock Holding History

Steward Partners Investment Advisory’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
2021
Q2 		– Sell
-2,430
Closed -$70.4K – 7374
2021
Q1 		$70.4K Buy
+2,430
New +$66.2K ﹤0.01% 1810

Other funds holding SPDV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Steward Partners Investment Advisory's SPDV Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of AAM S&P 500 High Dividend Value ETF (SPDV) in Q2 2021, closing a stake of 2,430 shares — an estimated $70.4K sold.

Steward Partners Investment Advisory first reported a position in SPDV in Q1 2021 and held it in 1 quarter. The position peaked at $70.4K in Q1 2021. 16 funds tracked by Wall St. Rank hold SPDV as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining AAM S&P 500 High Dividend Value ETF position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,430 AAM S&P 500 High Dividend Value ETF shares in Q2 2021, an estimated $70.4K.
  • Steward Partners Investment Advisory first reported a position in AAM S&P 500 High Dividend Value ETF in Q1 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's AAM S&P 500 High Dividend Value ETF position peaked at $70.4K in Q1 2021.
  • 16 funds tracked by Wall St. Rank held AAM S&P 500 High Dividend Value ETF as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.