Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
85.1K+ 108.81% |
N/A
|
163K
$0
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
42.3KNew |
N/A
|
42.3K
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.9K+ 62.44% |
N/A
|
72.5K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.5K+ 76.66% |
N/A
|
54.2K
$0
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.2K+ 208.78% |
N/A
|
27K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.4K+ 26.85% |
N/A
|
58.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.2KNew |
N/A
|
10.2K
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.49KNew |
N/A
|
7.49K
$0
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.72K+ 15.14% |
N/A
|
20.7K
$0
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.69K+ 9.12% |
N/A
|
32.2K
$0
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.13K+ 29.44% |
N/A
|
9.34K
$0
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.03K+ 13.39% |
N/A
|
17.2K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.72K+ 40.5% |
N/A
|
5.95K
$0
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
329+ 1.33% |
N/A
|
25.1K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 1.26% |
N/A
|
16.1K
$0
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
89+ 0.19% |
N/A
|
46.1K
$0
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52+ 0.74% |
N/A
|
7.12K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
34+ 1.1% |
N/A
|
3.12K
$0
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12+ 0.11% |
N/A
|
10.8K
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8+ 0.61% |
N/A
|
1.32K
$0
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4+ 0.05% |
N/A
|
7.84K
$0
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 1.23% |
N/A
|
165
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-491- 2.77% |
N/A
|
17.3K
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-582- 7.35% |
N/A
|
7.33K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-588- 0.44% |
N/A
|
134K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1K- 9.17% |
N/A
|
9.91K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.58K- 92.46% |
N/A
|
129
$0
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.61K- 3.77% |
N/A
|
41K
$0
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.05K- 17.18% |
N/A
|
9.86K
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.65K- 84.29% |
N/A
|
493
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.4K- 11.07% |
N/A
|
228K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-37.4K- 35.65% |
N/A
|
67.5K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-42.3K- 42.52% |
N/A
|
57.2K
$0
|