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 1,126,350 shares of SPTL stock, worth $30.9 Million. This represents 6.13% of its overall portfolio holdings.

Number of Shares
1,126,350
Previous 1,107,915 1.66%
Holding current value
$30.9 Million
Previous $30.2 Million 8.57%
% of portfolio
6.13%
Previous 6.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR PORTFOLIO LONG TERM TREAS


  • Ticker SPTL
  • Sector ETFs
  • Industry ETFs
More about SPTL
Track This Portfolio

Track Erts Wealth Advisors, LLC Portfolio

Follow Erts Wealth 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 Erts Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Erts Wealth Advisors, LLC with notifications on news.