Boyd Watterson Asset Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Boyd Watterson Asset Management’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 Q2	$160K	Sell	5,644 -9,085	-62%	-$258K	0.04%	136
2026 Q1	$422K	Sell	14,729 -3,998	-21%	-$115K	0.13%	100
2025 Q4	$540K	Sell	18,727 -12,466	-40%	-$361K	0.16%	99
2025 Q3	$901K	Buy	31,193 +367	+1%	+$10.5K	0.27%	71
2025 Q2	$887K	Buy	30,826 +4,180	+16%	+$119K	0.28%	69
2025 Q1	$762K	Sell	26,646 -96	-0.4%	-$2.7K	0.24%	75
2024 Q4	$746K	Sell	26,742 -1,759	-6%	-$49.7K	0.21%	75
2024 Q3	$828K	Buy	28,501 +798	+3%	+$22.9K	0.23%	66
2024 Q2	$776K	Sell	27,703 -2,522	-8%	-$70.2K	0.22%	69
2024 Q1	$852K	Buy	30,225 +6,284	+26%	+$177K	0.31%	62
2023 Q4	$684K	Buy	23,941 +3,184	+15%	+$88.4K	0.27%	68
2023 Q3	$571K	Sell	20,757 -14,334	-41%	-$401K	0.25%	74
2023 Q2	$993K	Sell	35,091 -1,541	-4%	-$44.3K	0.4%	64
2023 Q1	$1.06M	Sell	36,632 -3,485	-9%	-$99.7K	0.43%	60
2022 Q4	$1.13M	Buy	40,117 +699	+2%	+$19.7K	0.47%	57
2022 Q3	$1.11M	Sell	39,418 -688	-2%	-$20.1K	0.5%	51
2022 Q2	$1.18M	Sell	40,106 -2,145	-5%	-$63.3K	0.5%	49
2022 Q1	$1.28M	Sell	42,251 -10,802	-20%	-$337K	0.47%	57
2021 Q4	$1.7M	Sell	53,053 -4,008	-7%	-$129K	0.57%	47
2021 Q3	$1.84M	Buy	57,061 +12,660	+29%	+$413K	0.68%	44
2021 Q2	$1.44M	Buy	44,401 +990	+2%	+$32K	0.58%	55
2021 Q1	$1.39M	Sell	43,411 -7,541	-15%	-$246K	0.61%	54
2020 Q4	$1.68M	Buy	+50,952	New	+$1.68M	0.8%	39

Other funds holding SPTI

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

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

MERSOM

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Boyd Watterson Asset Management's SPTI Position: Q2 2026 in Review

Boyd Watterson Asset Management reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 62% in Q2 2026, selling an estimated $258K and leaving 5,644 shares worth $160K. The position accounts for 0.04% of the portfolio, ranked #136.

Boyd Watterson Asset Management first reported a position in SPTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.84M in Q3 2021. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Boyd Watterson Asset Management held 5,644 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $160K as of Q2 2026.
Boyd Watterson Asset Management sold 9,085 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $258K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.04% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #136 holding.
Boyd Watterson Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2020 and has held it in 23 quarters since.
Boyd Watterson Asset Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.84M in Q3 2021.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.