Barnes Wealth Management Group’s State Street SPDR Portfolio Intermediate Term Treasury Index ETF SPTI Stock Holding History

Barnes Wealth Management Group’s Portfolio SPTI Stock Details SPTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.02M	Buy	37,547 +3,089	+9%	+$86.4K	0.46%	57
2026 Q2	$978K	Buy	34,458 +1,772	+5%	+$50.4K	0.45%	57
2026 Q1	$937K	Buy	32,686 +9,162	+39%	+$264K	0.48%	58
2025 Q4	$678K	Buy	23,524 +509	+2%	+$14.7K	0.36%	70
2025 Q3	$665K	Buy	23,015 +449	+2%	+$12.9K	0.37%	70
2025 Q2	$649K	Buy	22,566 +2,204	+11%	+$62.8K	0.38%	64
2025 Q1	$582K	Sell	20,362 -622	-3%	-$17.5K	0.37%	65
2024 Q4	$585K	Buy	+20,984	New	+$593K	0.39%	63

Other funds holding SPTI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Evermay Wealth Management Arlington, Virginia $996M AUM 10.6% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Manning & Napier Advisors Fairport, New York $7.41B AUM 22.31% 1-Year Est. Return

Barnes Wealth Management Group's SPTI Position: Q3 2026 in Review

Barnes Wealth Management Group increased its State Street SPDR Portfolio Intermediate Term Treasury Index ETF (SPTI) stake by 9% in Q3 2026, buying an estimated $86.4K and bringing the position to 37,547 shares worth $1.02M. The position accounts for 0.46% of the portfolio, ranked #57.

Barnes Wealth Management Group first reported a position in SPTI in Q4 2024 and has held it in 8 quarters since. 366 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

Barnes Wealth Management Group held 37,547 shares of State Street SPDR Portfolio Intermediate Term Treasury Index ETF worth $1.02M as of Q3 2026.
Barnes Wealth Management Group bought 3,089 State Street SPDR Portfolio Intermediate Term Treasury Index ETF shares in Q3 2026, an estimated $86.4K.
State Street SPDR Portfolio Intermediate Term Treasury Index ETF made up 0.46% of Barnes Wealth Management Group's portfolio in Q3 2026, its #57 holding.
Barnes Wealth Management Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury Index ETF in Q4 2024 and has held it in 8 quarters since.
366 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury Index ETF as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.