Erts Wealth Advisors, LLC Spdr Portfolio Long Term Treas Transaction History

Erts Wealth Advisors, LLC

  • $529 Million
  • Q4 2024

A detailed history of Erts Wealth Advisors, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 1,180,677 shares of SPTL stock, worth $31.1 Million. This represents 5.84% of its overall portfolio holdings.

Number of Shares
1,180,677
Previous 1,126,350 4.82%
Holding current value
$31.1 Million
Previous $32.7 Million 5.56%
% of portfolio
5.84%
Previous 6.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$26.05 - $29.17 $1.42 Million - $1.58 Million
54,327 Added 4.82%
1,180,677 $30.9 Million
Q3 2024

Oct 17, 2024
BUY
$26.69 - $29.87 $492,030 - $550,653
18,435 Added 1.66%
1,126,350 $32.7 Million
Q2 2024

Jul 18, 2024
BUY
$26.06 - $27.96 $2.23 Million - $2.4 Million
85,695 Added 8.38%
1,107,915 $30.2 Million
Q1 2024

Apr 23, 2024
BUY
$27.25 - $28.98 $27.9 Million - $29.6 Million
1,022,220 New
1,022,220 $28.6 Million

Others Institutions Holding SPTL

# of Institutions
454
Shares Held
358M
Call Options Held
264K
Put Options Held
19K
View Full List

About SPDR PORTFOLIO LONG TERM TREAS

SPTL Quotes by TradingView
  • Ticker SPTL
  • Sector ETFs
  • Industry ETFs
More about SPTL
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