Woodmont Investment Counsel’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Woodmont Investment Counsel’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	$17.1M	Buy	602,756 +33,157	+6%	+$943K	0.93%	30
2026 Q1	$16.3M	Buy	569,599 +40,614	+8%	+$1.17M	1.01%	28
2025 Q4	$15.3M	Sell	528,985 -189,381	-26%	-$5.48M	0.96%	30
2025 Q3	$20.8M	Buy	718,366 +88,287	+14%	+$2.54M	1.37%	17
2025 Q2	$18.1M	Buy	630,079 +41,315	+7%	+$1.18M	1.2%	19
2025 Q1	$16.8M	Buy	588,764 +103,727	+21%	+$2.92M	1.22%	20
2024 Q4	$13.5M	Sell	485,037 -251,824	-34%	-$7.12M	1%	23
2024 Q3	$21.4M	Buy	+736,861	New	+$21.2M	1.61%	15

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

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 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

Woodmont Investment Counsel's SPTI Position: Q2 2026 in Review

Woodmont Investment Counsel increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 5.8% in Q2 2026, buying an estimated $943K and bringing the position to 602,756 shares worth $17.1M. The position accounts for 0.93% of the portfolio, ranked #30.

Woodmont Investment Counsel first reported a position in SPTI in Q3 2024 and has held it in 8 quarters since. The position peaked at $21.4M in Q3 2024. 170 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Woodmont Investment Counsel held 602,756 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $17.1M as of Q2 2026.
Woodmont Investment Counsel bought 33,157 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $943K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.93% of Woodmont Investment Counsel's portfolio in Q2 2026, its #30 holding.
Woodmont Investment Counsel first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
Woodmont Investment Counsel's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $21.4M in Q3 2024.
170 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.