First Heartland Consultants, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
First Heartland Consultants, Inc.
- $1.01 Billion
- Q2 2025
A detailed history of First Heartland Consultants, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, First Heartland Consultants, Inc. holds 549,128 shares of SPDW stock, worth $23.9 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
549,128
Previous 559,202
1.8%
Holding current value
$23.9 Million
Previous $20.4 Million
9.2%
% of portfolio
2.2%
Previous 2.32%
Shares
15 transactions
Others Institutions Holding SPDW
# of Institutions
1,148Shares Held
575MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.34 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.6 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.39 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.31 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$766 Million16.36% of portfolio