First Heartland Consultants’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Buy |
11,641
+318
| +3% | +$13.5K | 0.04% | 273 |
|
|
2025
Q1 | $501K | Buy |
11,323
+15
| +0.1% | +$664 | 0.05% | 236 |
|
|
2024
Q4 | $489K | Buy |
11,308
+6,293
| +125% | +$272K | 0.05% | 240 |
|
|
2024
Q3 | $229K | Buy |
+5,015
| New | +$229K | 0.02% | 401 |
|
|
2019
Q2 | – | Sell |
-10,093
| Closed | -$382K | – | 294 |
|
|
2019
Q1 | $382K | Sell |
10,093
-161
| -2% | -$6.09K | 0.11% | 171 |
|
|
2018
Q4 | $349K | Buy |
+10,254
| New | +$349K | 0.13% | 154 |
|