Spire Wealth Management’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Spire Wealth Management’s Portfolio EVTR Stock Details EVTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24M	Sell	472,603 -2	-0%	-$102	0.72%	32
2026 Q1	$24M	Buy	472,605 +104,492	+28%	+$5.38M	0.82%	23
2025 Q4	$19M	Buy	368,113 +1,792	+0.5%	+$92.6K	0.63%	33
2025 Q3	$18.8M	Buy	366,321 +217,166	+146%	+$11.1M	0.64%	35
2025 Q2	$7.54M	Sell	149,155 -19,525	-12%	-$983K	0.27%	74
2025 Q1	$8.54M	Buy	+168,680	New	+$8.49M	0.27%	75

Other funds holding EVTR

PAM

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

RMS

Retirement Management Systems Leonardtown, Maryland $488M AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

BIP

Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

OFA

Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

Spire Wealth Management's EVTR Position: Q2 2026 in Review

Spire Wealth Management reduced its Eaton Vance Total Return Bond ETF (EVTR) stake by 0% in Q2 2026, selling an estimated $102 and leaving 472,603 shares worth $24M. The position accounts for 0.72% of the portfolio, ranked #32.

Spire Wealth Management first reported a position in EVTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $24M in Q1 2026. 49 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Spire Wealth Management held 472,603 shares of Eaton Vance Total Return Bond ETF worth $24M as of Q2 2026.
Spire Wealth Management sold 2 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $102.
Eaton Vance Total Return Bond ETF made up 0.72% of Spire Wealth Management's portfolio in Q2 2026, its #32 holding.
Spire Wealth Management first reported a position in Eaton Vance Total Return Bond ETF in Q1 2025 and has held it in 6 quarters since.
Spire Wealth Management's Eaton Vance Total Return Bond ETF position peaked at $24M in Q1 2026.
49 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.