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

Perigon 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	$328K	Buy	12,027 +395	+3%	+$11K	0.01%	1094
2026 Q2	$330K	Buy	11,632 +323	+3%	+$9.19K	0.01%	1063
2026 Q1	$324K	Sell	11,309 -442	-4%	-$12.7K	0.01%	988
2025 Q4	$339K	Sell	11,751 -841	-7%	-$24.3K	0.01%	972
2025 Q3	$364K	Buy	12,592 +4,093	+48%	+$118K	0.01%	876
2025 Q2	$245K	Buy	+8,499	New	+$242K	0.01%	922
2023 Q4	–	Sell	-10,716	Closed	-$295K	–	873
2023 Q3	$295K	Sell	10,716 -89	-0.8%	-$2.49K	0.01%	592
2023 Q2	$306K	Sell	10,805 -10,810	-50%	-$311K	0.01%	605
2023 Q1	$626K	Buy	21,615 +7,947	+58%	+$227K	0.04%	354
2022 Q4	$386K	Buy	+13,668	New	+$386K	0.02%	451

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

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

Perigon Wealth Management increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 3.4% in Q3 2026, buying an estimated $11K and bringing the position to 12,027 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #1094.

Perigon Wealth Management first reported a position in SPTI in Q4 2022 and has held it in 10 quarters since. The position peaked at $626K in Q1 2023. 103 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

Perigon Wealth Management held 12,027 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $328K as of Q3 2026.
Perigon Wealth Management bought 395 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2026, an estimated $11K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1094 holding.
Perigon Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2022 and has held it in 10 quarters since.
Perigon Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $626K in Q1 2023.
103 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.