WETHERBY ASSET MANAGEMENT INC
Position in SPDV — AAM S&P 500 High Dividend Value ETF
CIK 1279627
San Francisco, CA
All Filings in SPDV
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 SPDV | $694,700 | 20,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SPDV | $324,400 | 10,000 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 SPDV | $325,210 | 10,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 SPDV | $335,520 | 10,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 SPDV | $300,710 | 10,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 SPDV | $314,050 | 10,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 SPDV | $294,880 | 10,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 SPDV | $272,870 | 10,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 SPDV | $284,560 | 10,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 SPDV | $282,060 | 10,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 SPDV | $291,450 | 10,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 SPDV | $508,320 | 20,000 | Shares | Other | 2022-11-14 | |
| 2022-06-30 SPDV | $855,690 | 30,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 SPDV | $475,530 | 15,000 | Shares | Other | 2022-05-16 | |
| 2021-12-31 SPDV | $463,980 | 15,000 | Shares | Other | 2022-02-14 | |
| 2021-09-30 SPDV | $444,300 | 15,000 | Shares | Other | 2021-11-15 | |
| 2021-06-30 SPDV | $454,050 | 15,000 | Shares | Other | 2021-08-16 | |
| 2020-12-31 SPDV | $369,900 | 15,000 | Shares | Other | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||