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 36 institutions that hold shares in the stock, with a total of 1.18 Million 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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
6,750
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
6,411
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2,829
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 322.24%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,718
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
900
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 55.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
800
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 69.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
421
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 95.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
349
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
200
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|