Wedmont Private Capital’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Wedmont Private Capital’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	$388K	Sell	14,194 -1,160	-8%	-$32.4K	0.01%	677
2026 Q2	$433K	Sell	15,354 -4,038	-21%	-$115K	0.01%	603
2026 Q1	$555K	Buy	19,392 +1,347	+7%	+$38.8K	0.02%	458
2025 Q4	$521K	Buy	+18,045	New	+$522K	0.02%	455

Other funds holding SPTI

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

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

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HCP

Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

Wedmont Private Capital's SPTI Position: Q3 2026 in Review

Wedmont Private Capital reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 7.6% in Q3 2026, selling an estimated $32.4K and leaving 14,194 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #677.

Wedmont Private Capital first reported a position in SPTI in Q4 2025 and has held it in 4 quarters since. The position peaked at $555K in Q1 2026. 16 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

Wedmont Private Capital held 14,194 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $388K as of Q3 2026.
Wedmont Private Capital sold 1,160 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2026, an estimated $32.4K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #677 holding.
Wedmont Private Capital first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2025 and has held it in 4 quarters since.
Wedmont Private Capital's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $555K in Q1 2026.
16 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.