Concurrent Investment Advisors, LLC Spdr Portfolio Short Term Trea Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 33,214 shares of SPTS stock, worth $971,841. This represents 0.02% of its overall portfolio holdings.

Number of Shares

33,214

Previous 29,385 13.03%

Holding current value

$971,841

Previous $861 Million 13.15%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$29.12 - $29.34 $111,500 - $112,342	3,829 Added 13.03%	33,214 $974 Million
Q2 2025 Jul 25, 2025	BUY	$29.07 - $29.38 $45,291 - $45,774	1,558 Added 5.6%	29,385 $861 Million
Q1 2025 Apr 29, 2025	BUY	$28.92 - $29.24 $251,632 - $254,417	8,701 Added 45.49%	27,827 $814 Million
Q4 2024 Feb 03, 2025	BUY	$28.88 - $29.33 $152,457 - $154,833	5,279 Added 38.12%	19,126 $555 Million
Q3 2024 Oct 30, 2024	BUY	$28.75 - $29.46 $145,532 - $149,126	5,062 Added 57.62%	13,847 $407 Million

Q2 2024 Jul 30, 2024	BUY	$28.65 - $28.88 $251,690 - $253,710	8,785 New	8,785 $254 Million

Others Institutions Holding SPTS

# of Institutions

442

Shares Held

169M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO SHORT TERM TREA

Ticker SPTS
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Spdr Portfolio Short Term Trea Transaction History