Etf Ser Solutions aam s&p 500 shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of Etf Ser Solutions aam s&p 500 (SPDV) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in Etf Ser Solutions aam s&p 500
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Quarterly reported holdings in Etf Ser Solutions aam s&p 500 by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $695k | 20k | 34.73 |
| 2025-06-30 | $324k | 10k | 32.44 |
| 2024-12-31 | $325k | 10k | 32.52 |
| 2024-09-30 | $336k | 10k | 33.55 |
| 2024-06-30 | $301k | 10k | 30.07 |
| 2024-03-31 | $314k | 10k | 31.41 |
| 2023-12-31 | $295k | 10k | 29.49 |
| 2023-09-30 | $273k | 10k | 27.29 |
| 2023-06-30 | $285k | 10k | 28.46 |
| 2023-03-31 | $282k | 10k | 28.21 |
| 2022-12-31 | $292k | 10k | 29.15 |
| 2022-09-30 | $508k | 20k | 25.40 |
| 2022-06-30 | $856k | 30k | 28.53 |
| 2022-03-31 | $476k | 15k | 31.73 |
| 2021-12-31 | $464k | 15k | 30.93 |
| 2021-09-30 | $444k | 15k | 29.60 |
| 2021-06-30 | $454k | 15k | 30.27 |
| 2020-12-31 | $370k | 15k | 24.67 |
| 2020-09-30 | $322k | 15k | 21.47 |
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