First Heartland Consultants’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $413K | Hold |
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|
2025
Q2 | $400K | Sell |
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|
2025
Q1 | $401K | Sell |
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|
2024
Q4 | $418K | Sell |
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|
2024
Q3 | $523K | Sell |
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|
2024
Q2 | $736 | Buy |
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|
2024
Q1 | $750K | Sell |
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|
2023
Q4 | $756K | Sell |
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|
2023
Q3 | $706K | Sell |
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|
2023
Q2 | $755K | Sell |
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|
2023
Q1 | $825K | Buy |
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|
2022
Q4 | $828K | Hold |
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|
2022
Q3 | $737 | Sell |
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|
2022
Q2 | $796K | Hold |
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|
2022
Q1 | $860K | Buy |
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|
2021
Q4 | $729 | Buy |
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|
2021
Q3 | $636K | Buy |
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|
2021
Q2 | $547K | Sell |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $946K | Buy |
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|
2020
Q3 | $586K | Buy |
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|
2020
Q2 | $570K | Sell |
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|
2020
Q1 | $993K | Sell |
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|
2019
Q4 | $4.53M | Sell |
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|
2019
Q3 | $4.42M | Buy |
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|
2019
Q2 | $4.12M | Buy |
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|
2019
Q1 | $3.63M | Buy |
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|
2018
Q4 | $2M | Buy |
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|
2018
Q3 | $680K | Sell |
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|
2018
Q2 | $669K | Sell |
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|
2018
Q1 | $665K | Sell |
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|
2017
Q4 | $714K | Buy |
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|
2017
Q3 | $613K | Buy |
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|
2017
Q2 | $553K | Sell |
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|
2017
Q1 | $615K | Buy |
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|
2016
Q4 | $435K | Sell |
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|
2016
Q3 | $442K | Sell |
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|
2016
Q2 | $456 | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $427K | Sell |
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|
2013
Q2 | $1.24M | Buy |
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