Leslie Global Wealth’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Leslie Global Wealth’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	$13.7M	Buy	+481,454	New	+$13.7M	5.32%	4
2025 Q3	–	Sell	-23,691	Closed	-$682K	–	79
2025 Q2	$682K	Sell	23,691 -367,842	-94%	-$10.5M	0.36%	33
2025 Q1	$11.2M	Sell	391,533 -8,498	-2%	-$239K	5.45%	5
2024 Q4	$11.2M	Buy	400,031 +21,074	+6%	+$596K	5.18%	5
2024 Q3	$11M	Buy	378,957 +23,210	+7%	+$666K	5.35%	4
2024 Q2	$9.97M	Buy	+355,747	New	+$9.9M	5.82%	4

Other funds holding SPTI

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

MFG

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

EWM

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

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Leslie Global Wealth's SPTI Position: Q2 2026 in Review

Leslie Global Wealth opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026: 481,454 shares worth $13.7M. The stake represents 5.32% of the portfolio and ranks #4 among its holdings. This is a return to the name: Leslie Global Wealth previously reported a position in SPTI as recently as Q2 2025.

Leslie Global Wealth first reported a position in SPTI in Q2 2024 and has held it in 6 quarters since. 170 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Leslie Global Wealth held 481,454 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $13.7M as of Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF was a new Leslie Global Wealth position in Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 5.32% of Leslie Global Wealth's portfolio in Q2 2026, its #4 holding.
Leslie Global Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2024 and has held it in 6 quarters since.
170 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Leslie Global Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.