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 Q3	$960K	Buy	35,195 +3,725	+12%	+$104K	0.91%	34
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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

SGAM

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

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

1WAL

15 Wealth Advisors LLC Mundelein, Illinois $399M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ACM

Appalachian Capital Management St Clairsville, Ohio $139M AUM 11.61% 1-Year Est. Return

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

Puff Wealth Management increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 12% in Q3 2026, buying an estimated $104K and bringing the position to 35,195 shares worth $960K. The position accounts for 0.91% of the portfolio, ranked #34.

Puff Wealth Management first reported a position in SPTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.46M in Q3 2025. 34 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

Puff Wealth Management held 35,195 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $960K as of Q3 2026.
Puff Wealth Management bought 3,725 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2026, an estimated $104K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.91% of Puff Wealth Management's portfolio in Q3 2026, its #34 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 7 quarters since.
Puff Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $3.46M in Q3 2025.
34 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.