Level Four Advisory Services’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Level Four Advisory Services’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	$14.1M	Buy	497,633 +14,365	+3%	+$409K	0.4%	51
2026 Q1	$13.9M	Buy	483,268 +616	+0.1%	+$17.8K	0.45%	39
2025 Q4	$13.9M	Buy	482,652 +2,324	+0.5%	+$67.3K	0.46%	39
2025 Q3	$13.9M	Buy	480,328 +6,178	+1%	+$178K	0.48%	37
2025 Q2	$13.6M	Buy	474,150 +2,257	+0.5%	+$64.3K	0.5%	34
2025 Q1	$13.5M	Buy	471,893 +22,827	+5%	+$642K	0.55%	31
2024 Q4	$12.5M	Buy	449,066 +9,889	+2%	+$280K	0.51%	34
2024 Q3	$12.4M	Buy	439,177 +68,183	+18%	+$1.96M	0.52%	32
2024 Q2	$10.4M	Sell	370,994 -31,377	-8%	-$873K	0.47%	36
2024 Q1	$11.5M	Buy	402,371 +13,762	+4%	+$389K	0.63%	23
2023 Q4	$11.1M	Sell	388,609 -9,828	-2%	-$273K	0.62%	23
2023 Q3	$11M	Sell	398,437 -33,496	-8%	-$936K	0.71%	19
2023 Q2	$12.2M	Buy	431,933 +21,500	+5%	+$619K	0.73%	19
2023 Q1	$11.9M	Buy	410,433 +25,035	+6%	+$716K	0.78%	19
2022 Q4	$10.9M	Sell	385,398 -143,563	-27%	-$4.05M	0.81%	20
2022 Q3	$14.9M	Buy	528,961 +13,994	+3%	+$409K	1.45%	7
2022 Q2	$15.2M	Buy	514,967 +314,143	+156%	+$9.28M	1.43%	6
2022 Q1	$6.08M	Buy	200,824 +48,438	+32%	+$1.51M	0.48%	43
2021 Q4	$4.88M	Sell	152,386 -23,623	-13%	-$758K	0.37%	67
2021 Q3	$5.69M	Buy	176,009 +66,481	+61%	+$2.17M	0.59%	34
2021 Q2	$3.55M	Sell	109,528 -697	-0.6%	-$22.5K	0.25%	103
2021 Q1	$3.54M	Sell	110,225 -227,227	-67%	-$7.41M	0.27%	95
2020 Q4	$11.2M	Buy	337,452 +100,399	+42%	+$3.32M	0.9%	16
2020 Q3	$7.88M	Buy	237,053 +18,399	+8%	+$612K	0.61%	28
2020 Q2	$7.26M	Buy	218,654 +37,477	+21%	+$1.24M	0.56%	31
2020 Q1	$5.99M	Buy	181,177 +174,202	+2,498%	+$5.55M	0.72%	24
2019 Q4	$216K	Buy	+6,975	New	+$217K	0.01%	530

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

Level Four Advisory Services's SPTI Position: Q2 2026 in Review

Level Four Advisory Services increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 3% in Q2 2026, buying an estimated $409K and bringing the position to 497,633 shares worth $14.1M. The position accounts for 0.4% of the portfolio, ranked #51.

Level Four Advisory Services first reported a position in SPTI in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.2M in Q2 2022. 408 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Level Four Advisory Services held 497,633 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $14.1M as of Q2 2026.
Level Four Advisory Services bought 14,365 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $409K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.4% of Level Four Advisory Services's portfolio in Q2 2026, its #51 holding.
Level Four Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2019 and has held it in 27 quarters since.
Level Four Advisory Services's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $15.2M in Q2 2022.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.