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 Q3	$13.6M	Buy	500,238 +18,784	+4%	+$525K	5.02%	4
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	$10M	Buy	+355,747	New	+$9.9M	5.82%	4

Other funds holding SPTI

Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

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

Strategic Wealth Investment Group Louisville, Kentucky $806M AUM 8.31% 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

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Leslie Global Wealth's SPTI Position: Q3 2026 in Review

Leslie Global Wealth increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 3.9% in Q3 2026, buying an estimated $525K and bringing the position to 500,238 shares worth $13.6M. The position accounts for 5.02% of the portfolio, ranked #4.

Leslie Global Wealth first reported a position in SPTI in Q2 2024 and has held it in 7 quarters since. The position peaked at $13.7M in Q2 2026. 157 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

Leslie Global Wealth held 500,238 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $13.6M as of Q3 2026.
Leslie Global Wealth bought 18,784 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2026, an estimated $525K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 5.02% of Leslie Global Wealth's portfolio in Q3 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 7 quarters since.
Leslie Global Wealth's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $13.7M in Q2 2026.
157 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2026.

Based on Leslie Global Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.