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

Boyd Wealth 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 Q3	$605K	Buy	22,165 +2,060	+10%	+$57.6K	0.21%	40
2026 Q2	$571K	Buy	20,105 +137	+0.7%	+$3.9K	0.22%	36
2026 Q1	$572K	Sell	19,968 -159	-0.8%	-$4.58K	0.24%	32
2025 Q4	$580K	Buy	20,127 +6,315	+46%	+$183K	0.25%	33
2025 Q3	$399K	Sell	13,812 -409	-3%	-$11.8K	0.17%	39
2025 Q2	$409K	Buy	+14,221	New	+$405K	0.18%	41
2023 Q3	–	Sell	-498,526	Closed	-$14.1M	–	44
2023 Q2	$14.1M	Buy	+498,526	New	+$14.3M	8.57%	5
2023 Q1	–	Sell	-498,103	Closed	-$14.1M	–	45
2022 Q4	$14.1M	Sell	498,103 -103,032	-17%	-$2.91M	10.33%	2
2022 Q3	$16.9M	Buy	601,135 +213,535	+55%	+$6.25M	13.53%	2
2022 Q2	$11.4M	Sell	387,600 -115,770	-23%	-$3.42M	9.33%	2
2022 Q1	$15.2M	Buy	503,370 +263,575	+110%	+$8.22M	11.4%	4
2021 Q4	$7.68M	Buy	+239,795	New	+$7.7M	5.58%	7

Other funds holding SPTI

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

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

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Boyd Wealth Management's SPTI Position: Q3 2026 in Review

Boyd Wealth Management increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 10% in Q3 2026, buying an estimated $57.6K and bringing the position to 22,165 shares worth $605K. The position accounts for 0.21% of the portfolio, ranked #40.

Boyd Wealth Management first reported a position in SPTI in Q4 2021 and has held it in 12 quarters since. The position peaked at $16.9M in Q3 2022. 103 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

Boyd Wealth Management held 22,165 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $605K as of Q3 2026.
Boyd Wealth Management bought 2,060 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2026, an estimated $57.6K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.21% of Boyd Wealth Management's portfolio in Q3 2026, its #40 holding.
Boyd Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2021 and has held it in 12 quarters since.
Boyd Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $16.9M in Q3 2022.
103 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2026.

Based on Boyd Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.