Mattson Financial Services’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$447K	Buy	17,446 +987	+6%	+$25.7K	0.09%	151
2026 Q1	$433K	Buy	16,459 +889	+6%	+$23.7K	0.1%	148
2025 Q4	$412K	Buy	15,570 +2,120	+16%	+$57.2K	0.1%	150
2025 Q3	$362K	Buy	13,450 +2,773	+26%	+$73.2K	0.09%	150
2025 Q2	$284K	Sell	10,677 -249	-2%	-$6.54K	0.08%	150
2025 Q1	$298K	Buy	+10,926	New	+$291K	0.09%	136
2024 Q4	–	Sell	-1	Closed	-$14	–	373
2024 Q3	$14	Hold	1	–	–	﹤0.01%	270
2024 Q2	$14	Buy	+1	New	+$27	﹤0.01%	270

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MERSOM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Mattson Financial Services increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 6% in Q2 2026, buying an estimated $25.7K and bringing the position to 17,446 shares worth $447K. The position accounts for 0.09% of the portfolio, ranked #151.

Mattson Financial Services first reported a position in SPTL in Q2 2024 and has held it in 8 quarters since. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Mattson Financial Services held 17,446 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $447K as of Q2 2026.
Mattson Financial Services bought 987 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $25.7K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.09% of Mattson Financial Services's portfolio in Q2 2026, its #151 holding.
Mattson Financial Services first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2024 and has held it in 8 quarters since.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

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