First Heartland Consultants’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

First Heartland Consultants’s Portfolio SPYD Stock Details SPYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$549K	Buy	12,093 +18	+0.1%	+$881	0.04%	320
2026 Q2	$576K	Buy	12,075 +185	+2%	+$8.7K	0.04%	303
2026 Q1	$541K	Buy	11,890 +216	+2%	+$9.93K	0.04%	277
2025 Q4	$505K	Buy	11,674 +16	+0.1%	+$693	0.04%	291
2025 Q3	$513K	Buy	11,658 +17	+0.1%	+$745	0.04%	280
2025 Q2	$494K	Buy	11,641 +318	+3%	+$13.4K	0.04%	273
2025 Q1	$501K	Buy	11,323 +15	+0.1%	+$659	0.05%	236
2024 Q4	$489K	Buy	11,308 +6,293	+125%	+$285K	0.05%	240
2024 Q3	$229K	Buy	+5,015	New	+$218K	0.02%	401
2019 Q2	–	Sell	-10,093	Closed	-$382K	–	294
2019 Q1	$382K	Sell	10,093 -161	-2%	-$5.94K	0.11%	171
2018 Q4	$349K	Buy	+10,254	New	+$375K	0.13%	154

Other funds holding SPYD

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

First Heartland Consultants's SPYD Position: Q3 2026 in Review

First Heartland Consultants increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.15% in Q3 2026, buying an estimated $881 and bringing the position to 12,093 shares worth $549K. The position accounts for 0.04% of the portfolio, ranked #320.

First Heartland Consultants first reported a position in SPYD in Q4 2018 and has held it in 11 quarters since. The position peaked at $576K in Q2 2026. 27 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

First Heartland Consultants held 12,093 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $549K as of Q3 2026.
First Heartland Consultants bought 18 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2026, an estimated $881.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.04% of First Heartland Consultants's portfolio in Q3 2026, its #320 holding.
First Heartland Consultants first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2018 and has held it in 11 quarters since.
First Heartland Consultants's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $576K in Q2 2026.
27 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.