First Heartland Consultants, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

First Heartland Consultants, Inc.

$962 Million
Q4 2024

A detailed history of First Heartland Consultants, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, First Heartland Consultants, Inc. holds 554,583 shares of SPDW stock, worth $20.3 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

554,583

Previous 492,042 12.71%

Holding current value

$20.3 Million

Previous $18.5 Million 2.41%

% of portfolio

1.97%

Previous 1.99%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$34.13 - $37.35 $2.13 Million - $2.34 Million	62,541 Added 12.71%	554,583 $18.9 Million
Q3 2024 Nov 05, 2024	BUY	$33.74 - $37.96 $2.45 Million - $2.75 Million	72,484 Added 17.28%	492,042 $18.5 Million
Q2 2024 Jul 25, 2024	BUY	$34.2 - $36.64 $677,707 - $726,058	19,816 Added 4.96%	419,558 $14.7 Million
Q1 2024 May 07, 2024	BUY	$32.85 - $35.9 $929,523 - $1.02 Million	28,296 Added 7.62%	399,742 $14.3 Million
Q4 2023 Feb 08, 2024	BUY	$29.46 - $34.07 $315,811 - $365,230	10,720 Added 2.97%	371,446 $12.6 Million
Q3 2023 Nov 09, 2023	BUY	$30.88 - $33.58 $11.1 Million - $12.1 Million	360,726 New	360,726 $11.2 Million
Q4 2021 Feb 11, 2022	SELL	$35.28 - $37.98 $892,619 - $960,931	-25,301 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$35.68 - $38.17 $20,765 - $22,214	-582 Reduced 2.25%	25,301 $916,000
Q2 2021 Aug 16, 2021	BUY	$35.87 - $38.34 $448,661 - $479,556	12,508 Added 93.52%	25,883 $952,000
Q1 2021 May 17, 2021	SELL	$33.6 - $35.9 $281,601 - $300,877	-8,381 Reduced 38.52%	13,375 $473,000
Q4 2020 Jan 29, 2021	SELL	$28.3 - $34.03 $99,842 - $120,057	-3,528 Reduced 13.95%	21,756 $734,000
Q3 2020 Oct 21, 2020	BUY	$27.73 - $30.19 $329,765 - $359,019	11,892 Added 88.8%	25,284 $740,000
Q2 2020 Jul 16, 2020	BUY	$22.87 - $29.3 $306,275 - $392,385	13,392 New	13,392 $370,000

Others Institutions Holding SPDW

# of Institutions

1,041

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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First Heartland Consultants, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History