Aptus Capital Advisors’s State Street SPDR Portfolio Intermediate Term Treasury Index ETF SPTI Stock Holding History

Aptus Capital Advisors’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	$701K	Buy	25,696 +2,599	+11%	+$72.7K	﹤0.01%	725
2026 Q2	$656K	Buy	23,097 +14,758	+177%	+$420K	﹤0.01%	715
2026 Q1	$239K	Buy	8,339 +5,691	+215%	+$164K	﹤0.01%	949
2025 Q4	$76.4K	Sell	2,648 -117	-4%	-$3.39K	﹤0.01%	1226
2025 Q3	$79.9K	Sell	2,765 -232	-8%	-$6.67K	﹤0.01%	1154
2025 Q2	$86.2K	Sell	2,997 -159	-5%	-$4.53K	﹤0.01%	1104
2025 Q1	$90.2K	Sell	3,156 -692	-18%	-$19.5K	﹤0.01%	1030
2024 Q4	$107K	Sell	3,848 -2,315	-38%	-$65.4K	﹤0.01%	993
2024 Q3	$179K	Buy	6,163 +9	+0.1%	+$258	﹤0.01%	778
2024 Q2	$172K	Sell	6,154 -1,913	-24%	-$53.2K	﹤0.01%	747
2024 Q1	$227K	Buy	8,067 +756	+10%	+$21.3K	﹤0.01%	704
2023 Q4	$209K	Buy	7,311 +275	+4%	+$7.63K	0.01%	546
2023 Q3	$194K	Buy	7,036 +6,803	+2,920%	+$190K	0.01%	571
2023 Q2	$6.59K	Sell	233 -19,432	-99%	-$559K	﹤0.01%	718
2023 Q1	$569K	Sell	19,665 -11,747	-37%	-$336K	0.02%	308
2022 Q4	$887K	Sell	31,412 -20,611	-40%	-$581K	0.03%	284
2022 Q3	$1.46M	Buy	+52,023	New	+$1.52M	0.04%	228
2020 Q3	–	Sell	-21,029	Closed	-$698K	–	495
2020 Q2	$698K	Buy	+21,029	New	+$696K	0.04%	162
2019 Q3	–	Sell	-9,310	Closed	-$287K	–	501
2019 Q2	$287K	Buy	+9,310	New	+$282K	0.04%	285

Other funds holding SPTI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

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

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 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

Evermay Wealth Management Arlington, Virginia $996M AUM 10.6% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Manning & Napier Advisors Fairport, New York $7.41B AUM 22.31% 1-Year Est. Return

Aptus Capital Advisors's SPTI Position: Q3 2026 in Review

Aptus Capital Advisors increased its State Street SPDR Portfolio Intermediate Term Treasury Index ETF (SPTI) stake by 11% in Q3 2026, buying an estimated $72.7K and bringing the position to 25,696 shares worth $701K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Aptus Capital Advisors first reported a position in SPTI in Q2 2019 and has held it in 19 quarters since. The position peaked at $1.46M in Q3 2022. 366 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

Aptus Capital Advisors held 25,696 shares of State Street SPDR Portfolio Intermediate Term Treasury Index ETF worth $701K as of Q3 2026.
Aptus Capital Advisors bought 2,599 State Street SPDR Portfolio Intermediate Term Treasury Index ETF shares in Q3 2026, an estimated $72.7K.
State Street SPDR Portfolio Intermediate Term Treasury Index ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q3 2026, its #725 holding.
Aptus Capital Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury Index ETF in Q2 2019 and has held it in 19 quarters since.
Aptus Capital Advisors's State Street SPDR Portfolio Intermediate Term Treasury Index ETF position peaked at $1.46M in Q3 2022.
366 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury Index ETF as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.