First Heartland Consultants, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

First Heartland Consultants, Inc.

$930 Million
Q3 2024

A detailed history of First Heartland Consultants, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, First Heartland Consultants, Inc. holds 6,425 shares of SPTM stock, worth $471,145. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,425

Previous 7,447 13.72%

Holding current value

$471,145

Previous $494,000 8.91%

% of portfolio

0.05%

Previous 0.03%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$63.28 - $70.06 $64,672 - $71,601	-1,022 Reduced 13.72%	6,425 $450,000
Q2 2024 Jul 25, 2024	SELL	$60.69 - $66.83 $14,444 - $15,905	-238 Reduced 3.1%	7,447 $494,000
Q1 2024 May 07, 2024	SELL	$57.38 - $64.15 $13,312 - $14,882	-232 Reduced 2.93%	7,685 $493,000
Q4 2023 Feb 08, 2024	BUY	$50.31 - $58.65 $28,173 - $32,844	560 Added 7.61%	7,917 $463,000
Q3 2023 Nov 09, 2023	SELL	$52.22 - $56.31 $741,628 - $799,714	-14,202 Reduced 65.88%	7,357 $386,000
Q2 2023 Jul 26, 2023	SELL	$49.75 - $54.44 $16,566 - $18,128	-333 Reduced 1.52%	21,559 $1.17 Million
Q1 2023 Apr 17, 2023	SELL	$46.97 - $51.65 $158,946 - $174,783	-3,384 Reduced 13.39%	21,892 $1.1 Million
Q4 2022 Jan 13, 2023	SELL	$44.09 - $50.41 $452,142 - $516,954	-10,255 Reduced 28.86%	25,276 $0
Q3 2022 Oct 20, 2022	BUY	$44.11 - $53.04 $13,850 - $16,654	314 Added 0.89%	35,531 $1.57 Million
Q2 2022 Jul 12, 2022	BUY	$45.19 - $56.15 $113,291 - $140,768	2,507 Added 7.66%	35,217 $1.64 Million
Q1 2022 Apr 21, 2022	SELL	$51.36 - $58.82 $236,204 - $270,513	-4,599 Reduced 12.33%	32,710 $1.82 Million
Q4 2021 Feb 11, 2022	SELL	$52.99 - $58.74 $29,727 - $32,953	-561 Reduced 1.48%	37,309 $2.18 Million
Q3 2021 Nov 15, 2021	BUY	$52.32 - $55.93 $203,629 - $217,679	3,892 Added 11.45%	37,870 $2.01 Million
Q2 2021 Aug 16, 2021	BUY	$49.77 - $52.97 $96,454 - $102,655	1,938 Added 6.05%	33,978 $1.8 Million
Q1 2021 May 17, 2021	SELL	$45.48 - $49.44 $62,853 - $68,326	-1,382 Reduced 4.14%	32,040 $1.58 Million
Q4 2020 Jan 29, 2021	SELL	$39.96 - $46.09 $169,869 - $195,928	-4,251 Reduced 11.28%	33,422 $1.54 Million
Q3 2020 Oct 21, 2020	BUY	$37.97 - $43.65 $107,417 - $123,485	2,829 Added 8.12%	37,673 $1.54 Million
Q2 2020 Jul 16, 2020	BUY	$29.99 - $39.74 $459,356 - $608,697	15,317 Added 78.44%	34,844 $1.32 Million
Q1 2020 May 14, 2020	BUY	$27.12 - $41.81 $327,419 - $504,772	12,073 Added 161.97%	19,527 $614,000
Q4 2019 Feb 13, 2020	BUY	$35.63 - $39.97 $265,586 - $297,936	7,454 New	7,454 $297,000
Q3 2019 Nov 18, 2019	SELL	$36.53 - $37.33 $556,899 - $569,095	-15,245 Closed	0 $0
Q2 2019 Aug 12, 2019	SELL	N/A	-4,258 Reduced 21.83%	15,245 $556,000
Q1 2019 May 15, 2019	SELL	N/A	-501 Reduced 2.5%	19,503 $686,000
Q4 2018 Feb 12, 2019	BUY	N/A	20,004 New	20,004 $618,000

Others Institutions Holding SPTM

# of Institutions

629

Shares Held

85M

Call Options Held

949K

Put Options Held

700

View Full List

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First Heartland Consultants, Inc. Spdr Portfolio S&P 1500 Compos Transaction History