James T. Borello RIA’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

James T. Borello RIA’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	$149K	Buy	5,467 +86	+2%	+$2.4K	0.03%	132
2026 Q2	$153K	Hold	5,381	–	–	0.03%	133
2026 Q1	$154K	Buy	5,381 +51	+1%	+$1.47K	0.04%	122
2025 Q4	$154K	Hold	5,330	–	–	0.04%	112
2025 Q3	$154K	Hold	5,330	–	–	0.04%	105
2025 Q2	$153K	Hold	5,330	–	–	0.04%	94
2025 Q1	$152K	Buy	5,330 +1,587	+42%	+$44.7K	0.05%	84
2024 Q4	$104K	Buy	+3,743	New	+$106K	0.04%	90

Other funds holding SPTI

Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

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

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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

James T. Borello RIA's SPTI Position: Q3 2026 in Review

James T. Borello RIA increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 1.6% in Q3 2026, buying an estimated $2.4K and bringing the position to 5,467 shares worth $149K. The position accounts for 0.03% of the portfolio, ranked #132.

James T. Borello RIA first reported a position in SPTI in Q4 2024 and has held it in 8 quarters since. The position peaked at $154K in Q1 2026. 103 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

James T. Borello RIA held 5,467 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $149K as of Q3 2026.
James T. Borello RIA bought 86 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2026, an estimated $2.4K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.03% of James T. Borello RIA's portfolio in Q3 2026, its #132 holding.
James T. Borello RIA first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
James T. Borello RIA's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $154K in Q1 2026.
103 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.