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

Erts Wealth Advisors, LLC

$514 Million
Q1 2025

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 1,197,752 shares of SPTL stock, worth $31.2 Million. This represents 6.35% of its overall portfolio holdings.

Number of Shares

1,197,752

Previous 1,180,677 1.45%

Holding current value

$31.2 Million

Previous $30.9 Million 5.59%

% of portfolio

6.35%

Previous 5.84%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$25.54 - $27.64 $436,095 - $471,953	17,075 Added 1.45%	1,197,752 $32.7 Million
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

515

Shares Held

375M

Call Options Held

26.7K

Put Options Held

19K

View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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