Mount Yale Investment Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Mount Yale Investment 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	–	Sell	-8,598	Closed	-$246K	–	1262
2026 Q1	$246K	Sell	8,598 -155,212	-95%	-$4.47M	0.01%	975
2025 Q4	$4.72M	Buy	163,810 +1,849	+1%	+$53.5K	0.23%	99
2025 Q3	$4.68M	Buy	+161,961	New	+$4.65M	0.33%	67

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 22.9% 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

Mount Yale Investment Advisors's SPTI Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026, closing a stake of 8,598 shares — an estimated $246K sold.

Mount Yale Investment Advisors first reported a position in SPTI in Q3 2025 and held it in 3 quarters. The position peaked at $4.72M in Q4 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Mount Yale Investment Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Mount Yale Investment Advisors sold 8,598 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $246K.
Mount Yale Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2025 and held it in 3 quarters.
Mount Yale Investment Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $4.72M in Q4 2025.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.