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Your Advocates Ltd’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Your Advocates Ltd’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 		$78.9K Buy
2,754
+224
+9% +$6.46K 0.02% 49
2025
Q4 		$73K Hold
2,530
– – 0.02% 49
2025
Q3 		$73.1K Hold
2,530
– – 0.02% 48
2025
Q2 		$72.8K Hold
2,530
– – 0.03% 49
2025
Q1 		$72.3K Hold
2,530
– – 0.03% 46
2024
Q4 		$70.5K Sell
2,530
-2,253
-47% -$63.7K 0.03% 45
2024
Q3 		$139K Hold
4,783
– – 0.05% 32
2024
Q2 		$134K Sell
4,783
-353
-7% -$9.82K 0.06% 31
2024
Q1 		$145K Buy
5,136
+353
+7% +$9.97K 0.06% 31
2023
Q4 		$137K Buy
4,783
+2,530
+112% +$70.2K 0.06% 32
2023
Q3 		$62K Sell
2,253
-1,165
-34% -$32.6K 0.04% 50
2023
Q2 		$96.7K Hold
3,418
– – 0.05% 38
2023
Q1 		$98.9K Sell
3,418
-33,317
-91% -$953K 0.05% 37
2022
Q4 		$1.04M Sell
36,735
-32,553
-47% -$918K 0.6% 18
2022
Q3 		$1.95M Sell
69,288
-5,334
-7% -$156K 1.17% 12
2022
Q2 		$2.2M Buy
74,622
+55,828
+297% +$1.65M 1.3% 12
2022
Q1 		$569K Buy
18,794
+1,481
+9% +$46.2K 0.32% 18
2021
Q4 		$555K Buy
17,313
+10,341
+148% +$332K 0.31% 18
2021
Q3 		$225K Hold
6,972
– – 0.15% 22
2021
Q2 		$226K Buy
6,972
+1,991
+40% +$64.3K 0.15% 24
2021
Q1 		$160K Buy
4,981
+3,158
+173% +$103K 0.12% 25
2020
Q4 		$60K Hold
1,823
– – 0.04% 37
2020
Q3 		$61K Sell
1,823
-4,024
-69% -$134K 0.05% 33
2020
Q2 		$194K Buy
5,847
+3,466
+146% +$115K 0.13% 22
2020
Q1 		$79K Buy
+2,381
New +$75.8K 0.07% 28

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 $374B AUM 17.66% 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

Your Advocates Ltd's SPTI Position: Q1 2026 in Review

Your Advocates Ltd increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 8.9% in Q1 2026, buying an estimated $6.46K and bringing the position to 2,754 shares worth $78.9K. The position accounts for 0.02% of the portfolio, ranked #49.

Your Advocates Ltd first reported a position in SPTI in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.2M in Q2 2022. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Your Advocates Ltd held 2,754 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $78.9K as of Q1 2026.
  • Your Advocates Ltd bought 224 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $6.46K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.02% of Your Advocates Ltd's portfolio in Q1 2026, its #49 holding.
  • Your Advocates Ltd first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2020 and has held it in 25 quarters since.
  • Your Advocates Ltd's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $2.2M in Q2 2022.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Your Advocates Ltd's 13F filing for Q1 2026, filed 30 Apr 2026.