Foundations Investment Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$681K	Buy	25,900 +5,774	+29%	+$154K	0.01%	626
2025 Q4	$533K	Sell	20,126 -1,271	-6%	-$34.3K	0.01%	697
2025 Q3	$577K	Sell	21,397 -48,313	-69%	-$1.28M	0.01%	616
2025 Q2	$1.85M	Buy	69,710 +23,198	+50%	+$609K	0.03%	318
2025 Q1	$1.27M	Buy	46,512 +5,113	+12%	+$136K	0.02%	361
2024 Q4	$1.08M	Sell	41,399 -40,939	-50%	-$1.12M	0.02%	382
2024 Q3	$2.39M	Buy	82,338 +54,537	+196%	+$1.56M	0.05%	247
2024 Q2	$757K	Buy	27,801 +6,693	+32%	+$181K	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%	-$317K	0.02%	407
2023 Q3	$830K	Buy	31,735 +1,064	+3%	+$29.9K	0.03%	306
2023 Q2	$917K	Buy	+30,671	New	+$926K	0.03%	276
2019 Q1	–	Sell	-127,199	Closed	-$4.43M	–	120
2018 Q4	$4.43M	Buy	+127,199	New	+$4.25M	0.94%	17