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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $432B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mount Yale Investment Advisors's SPTI Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 95% in Q1 2026, selling an estimated $4.47M and leaving 8,598 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #975.

Mount Yale Investment Advisors first reported a position in SPTI in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.72M in Q4 2025. 404 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Mount Yale Investment Advisors held 8,598 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $246K as of Q1 2026.
  • Mount Yale Investment Advisors sold 155,212 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $4.47M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #975 holding.
  • Mount Yale Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $4.72M in Q4 2025.
  • 404 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.