Concurrent Investment Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.6M	Buy	674,211 +58,775	+10%	+$1.71M	0.17%	128
2026 Q1	$18M	Buy	615,436 +28,973	+5%	+$847K	0.2%	115
2025 Q4	$17.2M	Buy	586,463 +553,249	+1,666%	+$16.2M	0.2%	112
2025 Q3	$974K	Buy	33,214 +3,829	+13%	+$112K	0.02%	666
2025 Q2	$861K	Buy	29,385 +1,558	+6%	+$45.5K	0.02%	645
2025 Q1	$814K	Buy	27,827 +8,701	+45%	+$253K	0.02%	607
2024 Q4	$555K	Buy	19,126 +5,279	+38%	+$153K	0.01%	643
2024 Q3	$407K	Buy	13,847 +5,062	+58%	+$148K	0.01%	677
2024 Q2	$254K	Buy	+8,785	New	+$253K	0.01%	792

Other funds holding SPTS

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

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

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

Concurrent Investment Advisors increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 9.6% in Q2 2026, buying an estimated $1.71M and bringing the position to 674,211 shares worth $19.6M. The position accounts for 0.17% of the portfolio, ranked #128.

Concurrent Investment Advisors first reported a position in SPTS in Q2 2024 and has held it in 9 quarters since. 182 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Concurrent Investment Advisors held 674,211 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $19.6M as of Q2 2026.
Concurrent Investment Advisors bought 58,775 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $1.71M.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.17% of Concurrent Investment Advisors's portfolio in Q2 2026, its #128 holding.
Concurrent Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
182 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

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