Elevated Capital Advisors
SPTI icon

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

Elevated 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 		– Sell
-666
Closed -$18.9K – 887
2026
Q2 		$18.9K Sell
666
-627
-48% -$17.8K 0.01% 427
2026
Q1 		$37K Buy
+1,293
New +$37.3K 0.01% 373

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
One Day In July LLC
One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Evermay Wealth Management
Evermay Wealth Management Arlington, Virginia $996M AUM 10.6% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

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

Elevated Capital Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury Index ETF (SPTI) in Q3 2026, closing a stake of 666 shares — an estimated $18.9K sold.

Elevated Capital Advisors first reported a position in SPTI in Q1 2026 and held it in 2 quarters. The position peaked at $37K in Q1 2026. 270 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

  • Elevated Capital Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury Index ETF position as of Q3 2026 after selling out during the quarter.
  • Elevated Capital Advisors sold 666 State Street SPDR Portfolio Intermediate Term Treasury Index ETF shares in Q3 2026, an estimated $18.9K.
  • Elevated Capital Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury Index ETF in Q1 2026 and held it in 2 quarters.
  • Elevated Capital Advisors's State Street SPDR Portfolio Intermediate Term Treasury Index ETF position peaked at $37K in Q1 2026.
  • 270 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury Index ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.