FHC
SDY icon

First Heartland Consultants’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

First Heartland Consultants’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$341K Hold
2,239
– – 0.02% 428
2026
Q1 		$327K Sell
2,239
-711
-24% -$106K 0.03% 385
2025
Q4 		$411K Hold
2,950
– – 0.03% 331
2025
Q3 		$413K Hold
2,950
– – 0.03% 326
2025
Q2 		$400K Sell
2,950
-7
-0.2% -$928 0.04% 318
2025
Q1 		$401K Sell
2,957
-210
-7% -$28.2K 0.04% 281
2024
Q4 		$418K Sell
3,167
-515
-14% -$71.9K 0.04% 273
2024
Q3 		$523K Sell
3,682
-2,105
-36% -$285K 0.06% 233
2024
Q2 		$736 Buy
5,787
+75
+1% +$9.66K 0.05% 202
2024
Q1 		$750K Sell
5,712
-335
-6% -$42K 0.08% 197
2023
Q4 		$756K Sell
6,047
-88
-1% -$10.3K 0.09% 169
2023
Q3 		$706K Sell
6,135
-20
-0.3% -$2.44K 0.09% 169
2023
Q2 		$755K Sell
6,155
-516
-8% -$63K 0.1% 163
2023
Q1 		$825K Buy
6,671
+57
+0.9% +$7.17K 0.12% 153
2022
Q4 		$828K Hold
6,614
– – 0.13% 139
2022
Q3 		$737 Sell
6,614
-100
-1% -$12.3K 0.06% 149
2022
Q2 		$796K Hold
6,714
– – 0.12% 141
2022
Q1 		$860K Buy
6,714
+1,064
+19% +$134K 0.13% 134
2021
Q4 		$729 Buy
5,650
+238
+4% +$29.6K 0.03% 146
2021
Q3 		$636K Buy
5,412
+943
+21% +$115K 0.1% 167
2021
Q2 		$547K Sell
4,469
-4,083
-48% -$505K 0.08% 203
2021
Q1 		$1.01M Sell
8,552
-375
-4% -$42K 0.16% 129
2020
Q4 		$946K Buy
8,927
+2,582
+41% +$261K 0.16% 106
2020
Q3 		$586K Buy
6,345
+95
+2% +$8.96K 0.11% 137
2020
Q2 		$570K Sell
6,250
-6,178
-50% -$543K 0.11% 145
2020
Q1 		$993K Sell
12,428
-29,662
-70% -$2.93M 0.26% 85
2019
Q4 		$4.53M Sell
42,090
-1,007
-2% -$106K 0.89% 30
2019
Q3 		$4.42M Buy
43,097
+2,274
+6% +$229K 0.95% 24
2019
Q2 		$4.12M Buy
40,823
+4,264
+12% +$426K 0.99% 23
2019
Q1 		$3.63M Buy
36,559
+14,188
+63% +$1.36M 1.02% 28
2018
Q4 		$2M Buy
22,371
+15,429
+222% +$1.45M 0.75% 43
2018
Q3 		$680K Sell
6,942
-271
-4% -$26.3K 0.21% 106
2018
Q2 		$669K Sell
7,213
-81
-1% -$7.46K 0.24% 109
2018
Q1 		$665K Sell
7,294
-259
-3% -$24.2K 0.2% 120
2017
Q4 		$714K Buy
7,553
+837
+12% +$78.4K 0.21% 115
2017
Q3 		$613K Buy
6,716
+495
+8% +$44.3K 0.15% 181
2017
Q2 		$553K Sell
6,221
-755
-11% -$66.9K 0.14% 186
2017
Q1 		$615K Buy
6,976
+1,893
+37% +$165K 0.17% 162
2016
Q4 		$435K Sell
5,083
-156
-3% -$13.1K 0.13% 192
2016
Q3 		$442K Sell
5,239
-200
-4% -$17.1K 0.13% 182
2016
Q2 		$456 Buy
+5,439
New +$442K 0.05% 166
2013
Q4 		– Sell
-6,149
Closed -$427K – 234
2013
Q3 		$427K Sell
6,149
-12,575
-67% -$868K 0.26% 120
2013
Q2 		$1.24M Buy
+18,724
New +$1.26M 0.72% 34

Other funds holding SDY

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

First Heartland Consultants's SDY Position: Q2 2026 in Review

First Heartland Consultants held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,239 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #428.

First Heartland Consultants first reported a position in SDY in Q2 2013 and has held it in 43 quarters since. The position peaked at $4.53M in Q4 2019. 436 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • First Heartland Consultants held 2,239 shares of State Street SPDR S&P Dividend ETF worth $341K as of Q2 2026.
  • First Heartland Consultants left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Dividend ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #428 holding.
  • First Heartland Consultants first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 43 quarters since.
  • First Heartland Consultants's State Street SPDR S&P Dividend ETF position peaked at $4.53M in Q4 2019.
  • 436 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.