Mattson Financial Services’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Mattson Financial Services’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	$876K	Buy	31,025 +2,318	+8%	+$65.9K	0.18%	127
2026 Q1	$823K	Buy	28,707 +809	+3%	+$23.3K	0.2%	125
2025 Q4	$805K	Buy	27,898 +1,098	+4%	+$31.8K	0.19%	134
2025 Q3	$775K	Buy	26,800 +1,339	+5%	+$38.5K	0.19%	130
2025 Q2	$733K	Sell	25,461 -9	-0%	-$256	0.2%	125
2025 Q1	$728K	Buy	25,470 +10,181	+67%	+$287K	0.22%	121
2024 Q4	$444K	Sell	15,289 -886	-5%	-$25K	0.14%	126
2024 Q3	$453K	Sell	16,175 -61	-0.4%	-$1.75K	0.16%	129
2024 Q2	$455K	Buy	+16,236	New	+$452K	0.16%	128

Other funds holding SPTI

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Mattson Financial Services increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 8.1% in Q2 2026, buying an estimated $65.9K and bringing the position to 31,025 shares worth $876K. The position accounts for 0.18% of the portfolio, ranked #127.

Mattson Financial Services first reported a position in SPTI in Q2 2024 and has held it in 9 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Mattson Financial Services held 31,025 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $876K as of Q2 2026.
Mattson Financial Services bought 2,318 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $65.9K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.18% of Mattson Financial Services's portfolio in Q2 2026, its #127 holding.
Mattson Financial Services first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

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