Mattson Financial Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Mattson Financial Services’s Portfolio SPIB Stock Details SPIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$895K	Buy	+26,902	New	+$900K	0.19%	125
2025 Q1	–	Sell	-607	Closed	-$20.5K	–	412
2024 Q4	$20.5K	Buy	+607	New	+$20.1K	0.01%	223

Other funds holding SPIB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DADC

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

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Mattson Financial Services's SPIB Position: Q2 2026 in Review

Mattson Financial Services opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026: 26,902 shares worth $895K. The stake represents 0.19% of the portfolio and ranks #125 among its holdings. This is a return to the name: Mattson Financial Services previously reported a position in SPIB as recently as Q4 2024.

Mattson Financial Services first reported a position in SPIB in Q4 2024 and has held it in 2 quarters since. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Mattson Financial Services held 26,902 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $895K as of Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Mattson Financial Services position in Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.19% of Mattson Financial Services's portfolio in Q2 2026, its #125 holding.
Mattson Financial Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 2 quarters since.
590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.