Purchases and Sales Made in Q2 2025 in 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) during Q2 2025. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS AAM S&P 500 .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
210K+ 208.73% |
N/A
|
310K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45.7K+ 35.96% |
N/A
|
173K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10KNew |
N/A
|
10K
$0
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8.5K+ 59.86% |
N/A
|
22.7K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
6.02K+ 55.35% |
N/A
|
16.9K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.79K+ 1.88% |
N/A
|
151K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.69K+ 36.54% |
N/A
|
6.31K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
809+ 3.89% |
N/A
|
21.6K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
349New |
N/A
|
349
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
27+ 0.07% |
N/A
|
37.4K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
18+ 1.07% |
N/A
|
1.7K
$0
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9+ 0.13% |
N/A
|
6.76K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.81% |
N/A
|
125
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-376- 2.61% |
N/A
|
14K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-693- 3.66% |
N/A
|
18.3K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.12K- 6.17% |
N/A
|
17K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.34K- 4.04% |
N/A
|
31.7K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.39K- 12.89% |
N/A
|
9.42K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.75K- 9.49% |
N/A
|
16.7K
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.98K- 22.48% |
N/A
|
6.83K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.24K- 9.2% |
N/A
|
22K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.24K- 40.46% |
N/A
|
10.7K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.99K- 42.45% |
N/A
|
10.8K
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.39K- 95.71% |
N/A
|
421
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.8K- 12.78% |
N/A
|
80.8K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-193K- 65.75% |
N/A
|
100K
$0
|