Institutional Ownership ETF Ser Solutions Aam S&P 500 (SPDV)
This table provides information about the institutional ownership of ETF Ser Solutions Aam S&P 500 (SPDV). We have compiled data on the 34 institutions that hold shares in the stock, with a total of 862,741 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
172,879
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 35.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
151,038
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
100,489
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 65.75%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
80,774
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 12.78%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
51,358
shares
|
$0
0.1% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
37,384
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
31,696
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
22,047
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 9.2%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
21,583
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,471
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
18,250
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
16,968
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
16,891
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 55.35%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
16,700
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 9.49%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
14,200
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 85.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
14,047
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
10,827
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 42.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
10,655
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 40.46%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
10,000
shares
|
$0
0.0% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
9,416
shares
|
$0
0.13% of portfolio
|
Q2 2025
Reduced 12.89%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
6,826
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 22.48%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
6,764
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
6,311
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 36.54%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,701
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.07%
|