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

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

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 41,399 shares of SPTL stock, worth $1.12 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

41,399

Previous 82,338 49.72%

Holding current value

$1.12 Million

Previous $2.39 Million 54.7%

% of portfolio

0.02%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

486

Shares Held

362M

Call Options Held

40.7K

Put Options Held

12.7K

View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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