Private Wealth Group’s State Street SPDR Portfolio Intermediate Term Treasury 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 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	$9.74M	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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Private Wealth Group's SPTI Position: Q2 2026 in Review

Private Wealth Group increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 4.2% in Q2 2026, buying an estimated $159K and bringing the position to 138,874 shares worth $3.94M. The position accounts for 1.52% of the portfolio, ranked #15.

Private Wealth Group first reported a position in SPTI in Q1 2020 and has held it in 18 quarters since. The position peaked at $31.9M in Q2 2020. 158 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Private Wealth Group held 138,874 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $3.94M as of Q2 2026.
Private Wealth Group bought 5,608 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $159K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 1.52% of Private Wealth Group's portfolio in Q2 2026, its #15 holding.
Private Wealth Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2020 and has held it in 18 quarters since.
Private Wealth Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $31.9M in Q2 2020.
158 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.