Certified Advisory Corp’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Certified Advisory Corp’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	$7.36M	Sell	259,188 -232,532	-47%	-$6.61M	0.59%	49
2026 Q1	$14.1M	Buy	491,720 +37,115	+8%	+$1.07M	1.26%	20
2025 Q4	$13.1M	Buy	454,605 +11,112	+3%	+$322K	1.19%	21
2025 Q3	$12.8M	Buy	443,493 +18,437	+4%	+$530K	1.22%	20
2025 Q2	$12.2M	Sell	425,056 -10,178	-2%	-$290K	1.27%	18
2025 Q1	$12.4M	Sell	435,234 -44,672	-9%	-$1.26M	1.41%	15
2024 Q4	$13.4M	Buy	479,906 +45,376	+10%	+$1.28M	1.45%	14
2024 Q3	$12.6M	Sell	434,530 -6,143	-1%	-$176K	1.4%	15
2024 Q2	$12.3M	Sell	440,673 -46,309	-10%	-$1.29M	1.55%	10
2024 Q1	$13.7M	Buy	486,982 +302,213	+164%	+$8.53M	1.91%	7
2023 Q4	$5.28M	Sell	184,769 -1,567	-0.8%	-$43.5K	0.8%	33
2023 Q3	$4.67M	Buy	186,336 +20,844	+13%	+$583K	0.86%	31
2023 Q2	$4.68M	Buy	165,492 +18,390	+13%	+$529K	0.86%	30
2023 Q1	$4.26M	Buy	147,102 +79,470	+118%	+$2.27M	0.76%	33
2022 Q4	$1.91M	Buy	67,632 +54,892	+431%	+$1.55M	0.38%	78
2022 Q3	$358K	Buy	+12,740	New	+$373K	0.08%	169

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Certified Advisory Corp's SPTI Position: Q2 2026 in Review

Certified Advisory Corp reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 47% in Q2 2026, selling an estimated $6.61M and leaving 259,188 shares worth $7.36M. The position accounts for 0.59% of the portfolio, ranked #49.

Certified Advisory Corp first reported a position in SPTI in Q3 2022 and has held it in 16 quarters since. The position peaked at $14.1M in Q1 2026. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Certified Advisory Corp held 259,188 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $7.36M as of Q2 2026.
Certified Advisory Corp sold 232,532 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $6.61M.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.59% of Certified Advisory Corp's portfolio in Q2 2026, its #49 holding.
Certified Advisory Corp first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
Certified Advisory Corp's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $14.1M in Q1 2026.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.