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Evermay Wealth Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Evermay Wealth Management’s Portfolio SPTS Stock Details SPTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$97.4M Buy
3,358,171
+257,061
+8% +$7.47M 10.03% 3
2026
Q1 		$90.5M Buy
3,101,110
+379,777
+14% +$11.1M 10.03% 3
2025
Q4 		$79.7M Buy
2,721,333
+149,931
+6% +$4.39M 8.94% 3
2025
Q3 		$75.4M Buy
2,571,402
+257,507
+11% +$7.53M 8.62% 4
2025
Q2 		$67.8M Buy
2,313,895
+143,786
+7% +$4.2M 8.34% 4
2025
Q1 		$63.5M Buy
2,170,109
+1,832,328
+542% +$53.3M 8.33% 4
2024
Q4 		$9.8M Buy
+337,781
New +$9.82M 1.48% 14

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Evermay Wealth Management increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 8.3% in Q2 2026, buying an estimated $7.47M and bringing the position to 3,358,171 shares worth $97.4M. The position accounts for 10.03% of the portfolio, ranked #3.

Evermay Wealth Management first reported a position in SPTS in Q4 2024 and has held it in 7 quarters since. 407 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Evermay Wealth Management held 3,358,171 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $97.4M as of Q2 2026.
  • Evermay Wealth Management bought 257,061 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $7.47M.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 10.03% of Evermay Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Evermay Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 407 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

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