Foundations Investment Advisors, LLC Spdr Portfolio Long Term Treas Transaction History

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 46,512 shares of SPTL stock, worth $1.21 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
46,512
Previous 41,399 12.35%
Holding current value
$1.21 Million
Previous $1.08 Million 16.88%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$25.54 - $27.64 $130,586 - $141,323
5,113 Added 12.35%
46,512 $1.27 Million
Q4 2024

Jan 22, 2025
SELL
$26.05 - $29.17 $1.07 Million - $1.19 Million
-40,939 Reduced 49.72%
41,399 $1.08 Million
Q3 2024

Oct 21, 2024
BUY
$26.69 - $29.87 $1.46 Million - $1.63 Million
54,537 Added 196.17%
82,338 $2.39 Million
Q2 2024

Aug 02, 2024
BUY
$26.06 - $27.96 $174,419 - $187,136
6,693 Added 31.71%
27,801 $756,000
Q1 2024

May 13, 2024
BUY
$27.25 - $28.98 $34,471 - $36,659
1,265 Added 6.38%
21,108 $589,000
Q4 2023

Feb 08, 2024
SELL
$24.55 - $29.44 $291,948 - $350,100
-11,892 Reduced 37.47%
19,843 $575,000
Q3 2023

Oct 05, 2023
BUY
$26.09 - $29.96 $27,759 - $31,877
1,064 Added 3.47%
31,735 $829,000
Q2 2023

Jul 19, 2023
BUY
$29.25 - $31.5 $897,126 - $966,136
30,671 New
30,671 $917,000
Q1 2019

Apr 08, 2019
SELL
N/A
-127,199 Closed
0 $0
Q4 2018

Feb 11, 2019
BUY
N/A
127,199 New
127,199 $4.43 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

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