First Heartland Consultants, Inc. Spdr Series Tr Spdr S&P Divide Transaction History

First Heartland Consultants, Inc.

$930 Million
Q3 2024

A detailed history of First Heartland Consultants, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, First Heartland Consultants, Inc. holds 3,682 shares of SDY stock, worth $495,376. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,682

Previous 5,787 36.37%

Holding current value

$495,376

Previous $736,000 28.94%

% of portfolio

0.06%

Previous 0.05%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$125.95 - $142.04 $265,124 - $298,994	-2,105 Reduced 36.37%	3,682 $523,000
Q2 2024 Jul 25, 2024	BUY	$124.6 - $132.46 $9,345 - $9,934	75 Added 1.31%	5,787 $736,000
Q1 2024 May 07, 2024	SELL	$122.28 - $131.24 $40,963 - $43,965	-335 Reduced 5.54%	5,712 $750,000
Q4 2023 Feb 08, 2024	SELL	$110.2 - $125.58 $9,697 - $11,051	-88 Reduced 1.43%	6,047 $756,000
Q3 2023 Nov 09, 2023	SELL	$115.01 - $127.58 $2,300 - $2,551	-20 Reduced 0.32%	6,135 $706,000
Q2 2023 Jul 26, 2023	SELL	$117.3 - $124.97 $60,526 - $64,484	-516 Reduced 7.73%	6,155 $754,000
Q1 2023 Apr 17, 2023	BUY	$117.74 - $132.18 $6,711 - $7,534	57 Added 0.86%	6,671 $825,000
Q3 2022 Oct 20, 2022	SELL	$111.5 - $132.34 $11,150 - $13,234	-100 Reduced 1.49%	6,614 $737,000
Q1 2022 Apr 21, 2022	BUY	$121.65 - $130.75 $129,435 - $139,118	1,064 Added 18.83%	6,714 $860,000
Q4 2021 Feb 11, 2022	BUY	$118.81 - $129.12 $28,276 - $30,730	238 Added 4.4%	5,650 $729,000
Q3 2021 Nov 15, 2021	BUY	$117.12 - $125.76 $110,444 - $118,591	943 Added 21.1%	5,412 $636,000
Q2 2021 Aug 16, 2021	SELL	$118.74 - $127.47 $484,815 - $520,460	-4,083 Reduced 47.74%	4,469 $547,000
Q1 2021 May 17, 2021	SELL	$104.47 - $119.79 $39,176 - $44,921	-375 Reduced 4.2%	8,552 $1.01 Million
Q4 2020 Jan 29, 2021	BUY	$91.76 - $107.36 $236,924 - $277,203	2,582 Added 40.69%	8,927 $946,000
Q3 2020 Oct 21, 2020	BUY	$88.24 - $98.33 $8,382 - $9,341	95 Added 1.52%	6,345 $586,000
Q2 2020 Jul 16, 2020	SELL	$76.15 - $100.68 $470,454 - $622,001	-6,178 Reduced 49.71%	6,250 $570,000
Q1 2020 May 14, 2020	SELL	$68.26 - $108.76 $2.02 Million - $3.23 Million	-29,662 Reduced 70.47%	12,428 $993,000
Q4 2019 Feb 13, 2020	SELL	$98.73 - $107.77 $99,421 - $108,524	-1,007 Reduced 2.34%	42,090 $4.53 Million
Q3 2019 Nov 18, 2019	BUY	$101.59 - $103.8 $231,015 - $236,041	2,274 Added 5.57%	43,097 $4.42 Million
Q2 2019 Aug 12, 2019	BUY	N/A	4,264 Added 11.66%	40,823 $4.12 Million
Q1 2019 May 15, 2019	BUY	N/A	14,188 Added 63.42%	36,559 $3.63 Million
Q4 2018 Feb 12, 2019	BUY	N/A	15,429 Added 222.26%	22,371 $2 Million
Q3 2018 Nov 16, 2018	SELL	N/A	-271 Reduced 3.76%	6,942 $680,000
Q2 2018 Aug 09, 2018	SELL	N/A	-81 Reduced 1.11%	7,213 $669,000
Q1 2018 May 15, 2018	SELL	N/A	-259 Reduced 3.43%	7,294 $665,000
Q4 2017 Feb 26, 2018	BUY	N/A	837 Added 12.46%	7,553 $714,000
Q3 2017 Nov 15, 2017	BUY	N/A	6,716	6,716 $613,000

Others Institutions Holding SDY

# of Institutions

1,282

Shares Held

68.2M

Call Options Held

51K

Put Options Held

46K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of First Heartland Consultants, Inc., based on Form 13F filings with the SEC.

News

Stay updated on First Heartland Consultants, Inc. with notifications on news.

Account

First Heartland Consultants, Inc. Spdr Series Tr Spdr S&P Divide Transaction History