Private Wealth Group
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Private Wealth Group’s State Street SPDR Portfolio Intermediate Term Treasury Index ETF SPTI Stock Holding History

Private Wealth Group’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 		– Sell
-138,874
Closed -$3.94M – 75
2026
Q2 		$3.94M Buy
138,874
+5,608
+4% +$159K 1.52% 15
2026
Q1 		$3.82M Buy
133,266
+11,875
+10% +$342K 1.78% 13
2025
Q4 		$3.5M Buy
121,391
+15,442
+15% +$447K 1.68% 13
2025
Q3 		$3.06M Buy
105,949
+63,793
+151% +$1.83M 1.52% 15
2025
Q2 		$1.21M Buy
42,156
+871
+2% +$24.8K 0.65% 22
2025
Q1 		$1.18M Buy
41,285
+771
+2% +$21.7K 0.69% 23
2024
Q4 		$1.13M Sell
40,514
-2,325
-5% -$65.7K 0.55% 29
2024
Q3 		$1.24M Buy
+42,839
New +$1.23M 0.62% 28
2024
Q2 		– Sell
-14,614
Closed -$412K – 60
2024
Q1 		$412K Buy
+14,614
New +$413K 0.21% 47
2022
Q2 		– Sell
-13,882
Closed -$420K – 47
2022
Q1 		$420K Sell
13,882
-7,821
-36% -$244K 0.31% 36
2021
Q4 		$696K Sell
21,703
-221,993
-91% -$7.13M 0.47% 30
2021
Q3 		$7.87M Sell
243,696
-12,463
-5% -$406K 5.2% 5
2021
Q2 		$8.29M Sell
256,159
-10,887
-4% -$352K 5.49% 5
2021
Q1 		$8.57M Sell
267,046
-27,458
-9% -$895K 6.12% 4
2020
Q4 		$9.7M Sell
294,504
-24,093
-8% -$796K 8.11% 4
2020
Q3 		$10.6M Sell
318,597
-643,144
-67% -$21.4M 8.59% 3
2020
Q2 		$31.9M Buy
961,741
+446,953
+87% +$14.8M 26.23% 2
2020
Q1 		$17.1M Buy
+514,788
New +$16.4M 20.04% 2

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
One Day In July LLC
One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Evermay Wealth Management
Evermay Wealth Management Arlington, Virginia $996M AUM 10.6% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Private Wealth Group's SPTI Position: Q3 2026 in Review

Private Wealth Group sold out of State Street SPDR Portfolio Intermediate Term Treasury Index ETF (SPTI) in Q3 2026, closing a stake of 138,874 shares — an estimated $3.94M sold.

Private Wealth Group first reported a position in SPTI in Q1 2020 and held it in 18 quarters. The position peaked at $31.9M in Q2 2020. 234 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

  • Private Wealth Group reported no remaining State Street SPDR Portfolio Intermediate Term Treasury Index ETF position as of Q3 2026 after selling out during the quarter.
  • Private Wealth Group sold 138,874 State Street SPDR Portfolio Intermediate Term Treasury Index ETF shares in Q3 2026, an estimated $3.94M.
  • Private Wealth Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury Index ETF in Q1 2020 and held it in 18 quarters.
  • Private Wealth Group's State Street SPDR Portfolio Intermediate Term Treasury Index ETF position peaked at $31.9M in Q2 2020.
  • 234 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury Index ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.