Concurrent Investment Advisors’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861K | Buy |
29,385
+1,558
| +6% | +$45.6K | 0.02% | 641 |
|
|
2025
Q1 | $814K | Buy |
27,827
+8,701
| +45% | +$254K | 0.02% | 602 |
|
|
2024
Q4 | $555K | Buy |
19,126
+5,279
| +38% | +$153K | 0.01% | 635 |
|
|
2024
Q3 | $407K | Buy |
13,847
+5,062
| +58% | +$149K | 0.01% | 671 |
|
|
2024
Q2 | $254K | Buy |
+8,785
| New | +$254K | 0.01% | 783 |
|