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

Western 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
2026 Q1	$3.29M	Buy	88,458 +7,579	+9%	+$281K	0.13%	176
2025 Q4	$2.8M	Buy	+80,879	New	+$2.78M	0.13%	167

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

PVI

Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Western Wealth Management's SPDV Position: Q1 2026 in Review

Western Wealth Management increased its AAM S&P 500 High Dividend Value ETF (SPDV) stake by 9.4% in Q1 2026, buying an estimated $281K and bringing the position to 88,458 shares worth $3.29M. The position accounts for 0.13% of the portfolio, ranked #176.

Western Wealth Management first reported a position in SPDV in Q4 2025 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold SPDV as of Q1 2026.

Western Wealth Management held 88,458 shares of AAM S&P 500 High Dividend Value ETF worth $3.29M as of Q1 2026.
Western Wealth Management bought 7,579 AAM S&P 500 High Dividend Value ETF shares in Q1 2026, an estimated $281K.
AAM S&P 500 High Dividend Value ETF made up 0.13% of Western Wealth Management's portfolio in Q1 2026, its #176 holding.
Western Wealth Management first reported a position in AAM S&P 500 High Dividend Value ETF in Q4 2025 and has held it in 2 quarters since.
36 funds tracked by Wall St. Rank held AAM S&P 500 High Dividend Value ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.