Concurrent Investment Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Concurrent Investment Advisors’s Portfolio SPTL Stock Details SPTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.49M	Buy	56,789 +4,851	+9%	+$126K	0.01%	824
2026 Q1	$1.37M	Buy	51,938 +270	+0.5%	+$7.19K	0.01%	751
2025 Q4	$1.37M	Sell	51,668 -2,595	-5%	-$70K	0.02%	706
2025 Q3	$1.46M	Buy	54,263 +41,823	+336%	+$1.1M	0.03%	544
2025 Q2	$331K	Buy	+12,440	New	+$326K	0.01%	1018

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Concurrent Investment Advisors's SPTL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 9.3% in Q2 2026, buying an estimated $126K and bringing the position to 56,789 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #824.

Concurrent Investment Advisors first reported a position in SPTL in Q2 2025 and has held it in 5 quarters since. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Concurrent Investment Advisors held 56,789 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.49M as of Q2 2026.
Concurrent Investment Advisors bought 4,851 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $126K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #824 holding.
Concurrent Investment Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.