Heartwood Wealth Advisors LLC's ownership history for SPYD

Heartwood Wealth Advisors LLC currently holds 124.1K shares with a market value of $5.5M. It started holding SPYD on 2024-09-30. At its peak, it held 124.1K shares on 2025-09-30. Its highest holding value was $5.5M on 2025-09-30. At its lowest, it held 113.0K shares on 2024-12-31, with a value of $4.9M on 2024-12-31. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 9.9K. In the recent year, Heartwood Wealth Advisors LLC has increased its shares by 11.0K.