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Virginia Estate & Retirement Planning Advisors’s AAM S&P 500 High Dividend Value ETF SPDV Stock Holding History

Virginia Estate & Retirement Planning 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
2026
Q2 		$2.28M Buy
+74,580
New +$2.85M 2.75% 10

Other funds holding SPDV

PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Virginia Estate & Retirement Planning Advisors's SPDV Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors opened a new position in AAM S&P 500 High Dividend Value ETF (SPDV) in Q2 2026: 74,580 shares worth $2.28M. The stake represents 2.75% of the portfolio and ranks #10 among its holdings.

15 funds tracked by Wall St. Rank hold SPDV as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 74,580 shares of AAM S&P 500 High Dividend Value ETF worth $2.28M as of Q2 2026.
  • AAM S&P 500 High Dividend Value ETF was a new Virginia Estate & Retirement Planning Advisors position in Q2 2026.
  • AAM S&P 500 High Dividend Value ETF made up 2.75% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #10 holding.
  • 15 funds tracked by Wall St. Rank held AAM S&P 500 High Dividend Value ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.