Evermay Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Evermay Wealth Management’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	$144M	Buy	5,078,669 +162,697	+3%	+$4.63M	14.85%	1
2026 Q1	$141M	Buy	4,915,972 +270,295	+6%	+$7.79M	15.62%	1
2025 Q4	$134M	Buy	4,645,677 +178,073	+4%	+$5.15M	15.03%	1
2025 Q3	$129M	Buy	4,467,604 +523,486	+13%	+$15M	14.77%	1
2025 Q2	$113M	Buy	3,944,118 +117,956	+3%	+$3.36M	13.97%	1
2025 Q1	$109M	Buy	3,826,162 +2,717,835	+245%	+$76.5M	14.36%	2
2024 Q4	$30.9M	Buy	+1,108,327	New	+$31.3M	4.68%	5

Other funds holding SPTI

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

Evermay Wealth Management's SPTI Position: Q2 2026 in Review

Evermay Wealth Management increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 3.3% in Q2 2026, buying an estimated $4.63M and bringing the position to 5,078,669 shares worth $144M. The position accounts for 14.85% of the portfolio, ranked #1.

Evermay Wealth Management first reported a position in SPTI in Q4 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Evermay Wealth Management held 5,078,669 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $144M as of Q2 2026.
Evermay Wealth Management bought 162,697 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $4.63M.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 14.85% of Evermay Wealth Management's portfolio in Q2 2026, its #1 holding.
Evermay Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
123 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.