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

Puff 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 Q2	$893K	Buy	+31,470	New	+$895K	0.91%	33
2025 Q4	$2.23M	Sell	77,506 -42,257	-35%	-$1.22M	2.89%	10
2025 Q3	$3.46M	Buy	119,763 +75,924	+173%	+$2.18M	5.26%	3
2025 Q2	$1.26M	Sell	43,839 -18,184	-29%	-$518K	0.92%	29
2025 Q1	$1.77M	Sell	62,023 -52	-0.1%	-$1.46K	1.66%	21
2024 Q4	$1.73M	Buy	+62,075	New	+$1.75M	3.02%	12

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Puff Wealth Management's SPTI Position: Q2 2026 in Review

Puff Wealth Management opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026: 31,470 shares worth $893K. The stake represents 0.91% of the portfolio and ranks #33 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in SPTI as recently as Q4 2025.

Puff Wealth Management first reported a position in SPTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.46M in Q3 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Puff Wealth Management held 31,470 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $893K as of Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF was a new Puff Wealth Management position in Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.91% of Puff Wealth Management's portfolio in Q2 2026, its #33 holding.
Puff Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Puff Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $3.46M in Q3 2025.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

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