FIA
Foundations Investment Advisors’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
69,710
+23,198
| +50% | +$617K | 0.03% | 318 |
|
|
2025
Q1 | $1.27M | Buy |
46,512
+5,113
| +12% | +$139K | 0.02% | 361 |
|
|
2024
Q4 | $1.08M | Sell |
41,399
-40,939
| -50% | -$1.07M | 0.02% | 381 |
|
|
2024
Q3 | $2.39M | Buy |
82,338
+54,537
| +196% | +$1.59M | 0.05% | 247 |
|
|
2024
Q2 | $757K | Buy |
27,801
+6,693
| +32% | +$182K | 0.02% | 402 |
|
|
2024
Q1 | $590K | Buy |
21,108
+1,265
| +6% | +$35.3K | 0.02% | 432 |
|
|
2023
Q4 | $573K | Sell |
19,843
-11,892
| -37% | -$344K | 0.02% | 407 |
|
|
2023
Q3 | $830K | Buy |
31,735
+1,064
| +3% | +$27.8K | 0.03% | 306 |
|
|
2023
Q2 | $917K | Buy |
+30,671
| New | +$917K | 0.03% | 276 |
|
|
2019
Q1 | – | Sell |
-127,199
| Closed | -$4.43M | – | 120 |
|
|
2018
Q4 | $4.43M | Buy |
+127,199
| New | +$4.43M | 0.94% | 17 |
|