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Astoria Strategic Wealth, Inc. Historic Quarter Change: USA ETF, New

Astoria Strategic Wealth, Inc. historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Astoria Strategic Wealth, Inc. opened 15 positions, added to 132, reduced 109 and sold out of 10.

  • Q2 2026: Stock STIP; Country of operation —; Class 0-5 YR TIPS ETF; Shares before 0.
  • Q2 2026: Stock SPAB; Country of operation —; Class ST STR AGGRE ETF; Shares before 0.
  • Q2 2026: Stock SPTM; Country of operation —; Class ST STR PR SP1500; Shares before 0.
  • Q2 2026: Stock SPDW; Country of operation —; Class ST STR PO EX ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1777914), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-16); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-20); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-17); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026STIP
ISHARES TR
0-5 YR TIPS ETF0234,927+234,927$0$24,000,142+$24,000,1422026-07-16
Q2 2026SPAB
SPDR SERIES TRUST
ST STR AGGRE ETF0374,431+374,431$0$9,555,479+$9,555,4792026-07-16
Q2 2026SPTM
SPDR SERIES TRUST
ST STR PR SP1500018,459+18,459$0$1,675,893+$1,675,8932026-07-16
Q2 2026SPDW
SPDR INDEX SHS FDS
ST STR PO EX ETF013,344+13,344$0$672,404+$672,4042026-07-16
Q2 2026SPEM
SPDR INDEX SHS FDS
ST PORT MARK ETF06,177+6,177$0$319,845+$319,8452026-07-16
Q1 2026SPDW
SPDR INDEX SHS FDS
STATE STREET SPD013,443+13,443$0$613,673+$613,6732026-04-20
Q1 2026SPEM
SPDR INDEX SHS FDS
STATE STREET SPD06,177+6,177$0$289,763+$289,7632026-04-20
Q1 2026VEA
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT03,153+3,153$0$202,044+$202,0442026-04-20
Q4 2025SPAB
SPDR SERIES TRUST
STATE STREET SPD0404,258+404,258$0$10,409,644+$10,409,6442026-02-05
Q4 2025SPTM
SPDR SERIES TRUST
STATE STREET SPD017,496+17,496$0$1,443,420+$1,443,4202026-02-05
Q2 2025VV
VANGUARD INDEX FDS
LARGE CAP ETF02,969+2,969$0$847,056+$847,0562025-07-17
Q4 2024MUB
ISHARES TR
NATIONAL MUN ETF060,201+60,201$0$6,414,417+$6,414,4172025-01-21
Q3 2024VTEB
VANGUARD MUN BD FDS
TAX EXEMPT BD0658,205+658,205$0$33,647,440+$33,647,4402024-10-15
Q3 2024NYF
ISHARES TR
NEW YORK MUN ETF012,356+12,356$0$671,301+$671,3012024-10-15
Q1 2024VO
VANGUARD INDEX FDS
MID CAP ETF0923+923$0$230,621+$230,6212024-05-07

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