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

Spectrum Wealth Advisory 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	$7.73M	Buy	283,331 +46,438	+20%	+$1.3M	2.18%	15
2026 Q2	$6.73M	Buy	236,893 +190,524	+411%	+$5.42M	1.92%	12
2026 Q1	$1.33M	Sell	46,369 -13,432	-22%	-$387K	0.49%	28
2025 Q4	$1.72M	Sell	59,801 -15,603	-21%	-$452K	0.63%	25
2025 Q3	$2.18M	Sell	75,404 -176,847	-70%	-$5.08M	0.9%	18
2025 Q2	$7.26M	Sell	252,251 -124,422	-33%	-$3.54M	3.38%	9
2025 Q1	$10.8M	Sell	376,673 -4,016	-1%	-$113K	5.17%	6
2024 Q4	$10.6M	Buy	380,689 +90,700	+31%	+$2.56M	5%	7
2024 Q3	$8.43M	Buy	+289,989	New	+$8.33M	4.73%	7

Other funds holding SPTI

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

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 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

Strategic Wealth Investment Group Louisville, Kentucky $806M AUM 8.31% 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

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Spectrum Wealth Advisory Group's SPTI Position: Q3 2026 in Review

Spectrum Wealth Advisory Group increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 20% in Q3 2026, buying an estimated $1.3M and bringing the position to 283,331 shares worth $7.73M. The position accounts for 2.18% of the portfolio, ranked #15.

Spectrum Wealth Advisory Group first reported a position in SPTI in Q3 2024 and has held it in 9 quarters since. The position peaked at $10.8M in Q1 2025. 155 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

Spectrum Wealth Advisory Group held 283,331 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $7.73M as of Q3 2026.
Spectrum Wealth Advisory Group bought 46,438 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2026, an estimated $1.3M.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 2.18% of Spectrum Wealth Advisory Group's portfolio in Q3 2026, its #15 holding.
Spectrum Wealth Advisory Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2024 and has held it in 9 quarters since.
Spectrum Wealth Advisory Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $10.8M in Q1 2025.
155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.