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

United Capital Financial 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
-11,119
Closed -$319K – 1725
2026
Q1 		$319K Buy
+11,119
New +$321K ﹤0.01% 1318

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
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 $495B AUM 43.24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B 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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

United Capital Financial Advisors's SPTI Position: Q2 2026 in Review

United Capital Financial Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026, closing a stake of 11,119 shares — an estimated $319K sold.

United Capital Financial Advisors first reported a position in SPTI in Q1 2026 and held it in 1 quarter. The position peaked at $319K in Q1 2026. 408 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • United Capital Financial Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,119 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $319K.
  • United Capital Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • United Capital Financial Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $319K in Q1 2026.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.