EverSource Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

EverSource Wealth 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	$303K	Buy	10,588 +5,300	+100%	+$153K	0.01%	838
2025 Q4	$153K	Hold	5,288	–	–	0.01%	1088
2025 Q3	$153K	Sell	5,288 -345	-6%	-$9.91K	0.01%	1051
2025 Q2	$162K	Hold	5,633	–	–	0.01%	954
2025 Q1	$161K	Sell	5,633 -2,778	-33%	-$78.2K	0.01%	739
2024 Q4	$234K	Buy	8,411 +3,123	+59%	+$88.3K	0.01%	596
2024 Q3	$154K	Hold	5,288	–	–	0.01%	645
2024 Q2	$151K	Hold	5,288	–	–	0.01%	655
2024 Q1	$145K	Sell	5,288 -124	-2%	-$3.5K	0.01%	584
2023 Q4	$155K	Buy	5,412 +4,987	+1,173%	+$138K	0.01%	502
2023 Q3	$11.7K	Buy	425 +3	+0.7%	+$84	﹤0.01%	1360
2023 Q2	$11.9K	Buy	+422	New	+$12.1K	﹤0.01%	1367

Other funds holding SPTI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EverSource Wealth Advisors's SPTI Position: Q1 2026 in Review

EverSource Wealth Advisors increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 100% in Q1 2026, buying an estimated $153K and bringing the position to 10,588 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #838.

EverSource Wealth Advisors first reported a position in SPTI in Q2 2023 and has held it in 12 quarters since. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

EverSource Wealth Advisors held 10,588 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $303K as of Q1 2026.
EverSource Wealth Advisors bought 5,300 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $153K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #838 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2023 and has held it in 12 quarters since.
403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.