Tyler-Stone Wealth Management’s AAM S&P 500 High Dividend Value ETF SPDV Stock Holding History

Tyler-Stone 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 Q2	$736K	Buy	22,700 +8,500	+60%	+$265K	0.12%	158
2025 Q1	$462K	Hold	14,200	–	–	0.08%	197
2024 Q4	$462K	Hold	14,200	–	–	0.08%	203
2024 Q3	$476K	Buy	14,200 +6,525	+85%	+$206K	0.09%	192
2024 Q2	$231K	Buy	7,675 +6,675	+668%	+$201K	0.09%	180
2024 Q1	$31.4K	Buy	+1,000	New	+$29.7K	0.01%	443

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 $2.53B AUM 36.18% 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 $963M AUM 32.56% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Tyler-Stone Wealth Management's SPDV Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its AAM S&P 500 High Dividend Value ETF (SPDV) stake by 60% in Q2 2025, buying an estimated $265K and bringing the position to 22,700 shares worth $736K. The position accounts for 0.12% of the portfolio, ranked #158.

Tyler-Stone Wealth Management first reported a position in SPDV in Q1 2024 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold SPDV as of Q2 2025.

Tyler-Stone Wealth Management held 22,700 shares of AAM S&P 500 High Dividend Value ETF worth $736K as of Q2 2025.
Tyler-Stone Wealth Management bought 8,500 AAM S&P 500 High Dividend Value ETF shares in Q2 2025, an estimated $265K.
AAM S&P 500 High Dividend Value ETF made up 0.12% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #158 holding.
Tyler-Stone Wealth Management first reported a position in AAM S&P 500 High Dividend Value ETF in Q1 2024 and has held it in 6 quarters since.
30 funds tracked by Wall St. Rank held AAM S&P 500 High Dividend Value ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.