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Aptus Capital Advisors’s State Street SPDR Portfolio Intermediate Term Treasury 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
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% 1031
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% 776
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Aptus Capital Advisors's SPTI Position: Q2 2026 in Review

Aptus Capital Advisors increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 177% in Q2 2026, buying an estimated $420K and bringing the position to 23,097 shares worth $656K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Aptus Capital Advisors first reported a position in SPTI in Q2 2019 and has held it in 18 quarters since. The position peaked at $1.46M in Q3 2022. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Aptus Capital Advisors held 23,097 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $656K as of Q2 2026.
  • Aptus Capital Advisors bought 14,758 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $420K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #715 holding.
  • Aptus Capital Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2019 and has held it in 18 quarters since.
  • Aptus Capital Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.46M in Q3 2022.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.