Astoria Strategic Wealth, Inc. historic quarter change: USA ETF, Sold out
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 IGSB; Country of operation —; Class ISHS 1-5YR INVS; Shares before 380,829.
- Q2 2026: Stock SPAB; Country of operation —; Class STATE STREET SPD; Shares before 383,735.
- Q2 2026: Stock SPTM; Country of operation —; Class STATE STREET SPD; Shares before 18,331.
- Q2 2026: Stock SPDW; Country of operation —; Class STATE STREET SPD; Shares before 13,443.
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.
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