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 Q2	$4.51M	Buy	117,014 +28,556	+32%	+$1.09M	0.15%	139
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 $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

VERPA

Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia $83M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Western Wealth Management's SPDV Position: Q2 2026 in Review

Western Wealth Management increased its AAM S&P 500 High Dividend Value ETF (SPDV) stake by 32% in Q2 2026, buying an estimated $1.09M and bringing the position to 117,014 shares worth $4.51M. The position accounts for 0.15% of the portfolio, ranked #139.

Western Wealth Management first reported a position in SPDV in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold SPDV as of Q2 2026.

Western Wealth Management held 117,014 shares of AAM S&P 500 High Dividend Value ETF worth $4.51M as of Q2 2026.
Western Wealth Management bought 28,556 AAM S&P 500 High Dividend Value ETF shares in Q2 2026, an estimated $1.09M.
AAM S&P 500 High Dividend Value ETF made up 0.15% of Western Wealth Management's portfolio in Q2 2026, its #139 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 3 quarters since.
39 funds tracked by Wall St. Rank held AAM S&P 500 High Dividend Value ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.