Wetherby Asset Management Inc ETF Ser Solutions Aam S&P 500 Transaction History

Wetherby Asset Management Inc

  • $2.38 Billion
  • Q3 2025

A detailed history of Wetherby Asset Management Inc transactions in ETF Ser Solutions Aam S&P 500 stock. As of the latest transaction made, Wetherby Asset Management Inc holds 20,000 shares of SPDV stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,000
Previous 10,000 100.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
10,000 Added 100.0%
20,000 $0
Q4 2022

Feb 14, 2023
SELL
N/A
-10,000 Reduced 50.0%
10,000 $0
Q3 2022

Nov 14, 2022
SELL
N/A
-10,000 Reduced 33.33%
20,000 $508,000
Q2 2022

Aug 15, 2022
BUY
N/A
15,000 Added 100.0%
30,000 $856,000
Q2 2021

Aug 16, 2021
BUY
N/A
15,000 New
15,000 $454,000
Q1 2021

May 14, 2021
SELL
N/A
-15,000 Closed
0 $0
Q3 2020

Nov 13, 2020
BUY
N/A
15,000 New
15,000 $322,000

Others Institutions Holding SPDV

# of Institutions
36
Shares Held
1.18M
Call Options Held
0
Put Options Held
0
View Full List

About ETF SER SOLUTIONS AAM S&P 500

SPDV Quotes by TradingView
  • Ticker SPDV
More about SPDV
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