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

Paladin 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	$1.44M	Buy	50,573 +5,884	+13%	+$167K	0.84%	36
2026 Q1	$1.28M	Buy	44,689 +1,129	+3%	+$32.5K	0.88%	34
2025 Q4	$1.26M	Buy	43,560 +248	+0.6%	+$7.18K	0.86%	34
2025 Q3	$1.25M	Buy	43,312 +80	+0.2%	+$2.3K	0.91%	35
2025 Q2	$1.24M	Sell	43,232 -3,465	-7%	-$98.7K	0.97%	30
2025 Q1	$1.33M	Buy	+46,697	New	+$1.31M	1.2%	23
2024 Q4	–	Sell	-34,248	Closed	-$995K	–	205
2024 Q3	$995K	Buy	+34,248	New	+$983K	0.87%	34

Other funds holding SPTI

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

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return