Moisand Fitzgerald Tamayo’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Moisand Fitzgerald Tamayo’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	$255K	Hold	8,970	–	–	0.02%	109
2026 Q1	$257K	Sell	8,970 -3,891	-30%	-$112K	0.03%	103
2025 Q4	$371K	Hold	12,861	–	–	0.04%	89
2025 Q3	$372K	Hold	12,861	–	–	0.04%	90
2025 Q2	$370K	Sell	12,861 -97	-0.7%	-$2.76K	0.05%	83
2025 Q1	$370K	Sell	12,958 -1,747	-12%	-$49.2K	0.05%	82
2024 Q4	$410K	Sell	14,705 -6,481	-31%	-$183K	0.06%	77
2024 Q3	$616K	Sell	21,186 -11,884	-36%	-$341K	0.08%	66
2024 Q2	$927K	Sell	33,070 -16,644	-33%	-$463K	0.14%	51
2024 Q1	$1.4M	Sell	49,714 -58,342	-54%	-$1.65M	0.21%	43
2023 Q4	$3.09M	Sell	108,056 -168,593	-61%	-$4.68M	0.53%	27
2023 Q3	$7.62M	Buy	276,649 +1,864	+0.7%	+$52.1K	1.61%	16
2023 Q2	$7.77M	Buy	274,785 +1,292	+0.5%	+$37.2K	1.59%	17
2023 Q1	$7.91M	Buy	273,493 +30,192	+12%	+$863K	1.69%	16
2022 Q4	$6.87M	Buy	243,301 +9,725	+4%	+$274K	1.57%	16
2022 Q3	$6.57M	Sell	233,576 -3,244	-1%	-$94.9K	1.8%	16
2022 Q2	$6.98M	Buy	236,820 +182,444	+336%	+$5.39M	1.88%	15
2022 Q1	$1.65M	Sell	54,376 -20,449	-27%	-$637K	0.75%	25
2021 Q4	$2.4M	Buy	74,825 +1,497	+2%	+$48.1K	0.68%	29
2021 Q3	$2.37M	Buy	73,328 +1,180	+2%	+$38.5K	0.8%	30
2021 Q2	$2.34M	Buy	72,148 +1,476	+2%	+$47.7K	0.85%	26
2021 Q1	$2.27M	Buy	70,672 +3,883	+6%	+$127K	0.98%	24
2020 Q4	$2.21M	Buy	66,789 +4,428	+7%	+$146K	1%	25
2020 Q3	$2.07M	Buy	62,361 +5,585	+10%	+$186K	1.07%	24
2020 Q2	$1.89M	Buy	56,776 +6,720	+13%	+$222K	1.04%	24
2020 Q1	$1.66M	Sell	50,056 -12,888	-20%	-$410K	1.08%	21
2019 Q4	$1.95M	Buy	62,944 +1,060	+2%	+$33K	1%	23
2019 Q3	$1.94M	Buy	61,884 +1,114	+2%	+$34.7K	1.05%	21
2019 Q2	$1.88M	Buy	60,770 +908	+2%	+$27.5K	1.02%	21
2019 Q1	$1.81M	Sell	59,862 -836	-1%	-$24.9K	1%	22
2018 Q4	$1.81M	Sell	60,698 -3,658	-6%	-$107K	1.13%	20
2018 Q3	$1.87M	Buy	64,356 +5,582	+9%	+$163K	1.04%	21
2018 Q2	$1.73M	Buy	58,774 +3,496	+6%	+$102K	1%	21
2018 Q1	$1.63M	Buy	+55,278	New	+$1.63M	0.96%	21

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

Moisand Fitzgerald Tamayo's SPTI Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) position steady in Q2 2026 at 8,970 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #109.

Moisand Fitzgerald Tamayo first reported a position in SPTI in Q1 2018 and has held it in 34 quarters since. The position peaked at $7.91M in Q1 2023. 170 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Moisand Fitzgerald Tamayo held 8,970 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $255K as of Q2 2026.
Moisand Fitzgerald Tamayo left its State Street SPDR Portfolio Intermediate Term Treasury ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.02% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #109 holding.
Moisand Fitzgerald Tamayo first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2018 and has held it in 34 quarters since.
Moisand Fitzgerald Tamayo's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $7.91M in Q1 2023.
170 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.