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 37 institutions that hold shares in the stock, with a total of 1.06 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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4,622
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 560.29%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,683
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 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%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
670
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 71.48%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
500
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
200
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
135
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
124
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|