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

Evolution 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 		$483 Hold
17
– – ﹤0.01% 903
2026
Q1 		$487 Hold
17
– – ﹤0.01% 812
2025
Q4 		$490 Buy
+17
New +$492 ﹤0.01% 708

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

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

Evolution Wealth Management held its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) position steady in Q2 2026 at 17 shares worth $483. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Evolution Wealth Management first reported a position in SPTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $490 in Q4 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Evolution Wealth Management held 17 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $483 as of Q2 2026.
  • Evolution Wealth Management left its State Street SPDR Portfolio Intermediate Term Treasury ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #903 holding.
  • Evolution Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $490 in Q4 2025.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.