Foundations Investment Advisors, LLC Spdr Portfolio Short Term Trea Transaction History

Foundations Investment Advisors, LLC

  • $3.58 Billion
  • Q1 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 21,819 shares of SPTS stock, worth $629,914. This represents 0.02% of its overall portfolio holdings.

Number of Shares
21,819
Previous 22,373 2.48%
Holding current value
$629,914
Previous $649,000 2.77%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$28.84 - $29.16 $15,977 - $16,154
-554 Reduced 2.48%
21,819 $631,000
Q4 2023

Feb 08, 2024
SELL
$28.59 - $29.06 $266,144 - $270,519
-9,309 Reduced 29.38%
22,373 $649,000
Q3 2023

Oct 05, 2023
BUY
$28.66 - $28.88 $99,679 - $100,444
3,478 Added 12.33%
31,682 $909,000
Q2 2023

Jul 19, 2023
BUY
$28.78 - $29.3 $451,730 - $459,892
15,696 Added 125.49%
28,204 $811,000
Q1 2023

Apr 25, 2023
BUY
$28.64 - $29.36 $358,229 - $367,234
12,508 New
12,508 $365,000

Others Institutions Holding SPTS

# of Institutions
359
Shares Held
173M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM TREA

SPTS Quotes by TradingView
  • Ticker SPTS
  • Sector ETFs
  • Industry ETFs
More about SPTS
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email