FHC
SPYD icon

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
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

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

First Heartland Consultants increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 1.6% in Q2 2026, buying an estimated $8.7K and bringing the position to 12,075 shares worth $576K. The position accounts for 0.04% of the portfolio, ranked #303.

First Heartland Consultants first reported a position in SPYD in Q4 2018 and has held it in 10 quarters since. 148 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • First Heartland Consultants held 12,075 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $576K as of Q2 2026.
  • First Heartland Consultants bought 185 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $8.7K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.04% of First Heartland Consultants's portfolio in Q2 2026, its #303 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 10 quarters since.
  • 148 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

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