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Mattson Financial Services’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Mattson Financial Services’s Portfolio SPTS Stock Details SPTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$354K Buy
12,237
+500
+4% +$14.5K 0.07% 168
2026
Q1 		$342K Buy
11,737
+634
+6% +$18.5K 0.08% 159
2025
Q4 		$325K Buy
11,103
+1,348
+14% +$39.5K 0.08% 164
2025
Q3 		$286K Sell
9,755
-513
-5% -$15K 0.07% 163
2025
Q2 		$301K Sell
10,268
-186
-2% -$5.43K 0.08% 148
2025
Q1 		$306K Buy
+10,454
New +$304K 0.09% 135

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Mattson Financial Services increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 4.3% in Q2 2026, buying an estimated $14.5K and bringing the position to 12,237 shares worth $354K. The position accounts for 0.07% of the portfolio, ranked #168.

Mattson Financial Services first reported a position in SPTS in Q1 2025 and has held it in 6 quarters since. 410 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Mattson Financial Services held 12,237 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $354K as of Q2 2026.
  • Mattson Financial Services bought 500 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $14.5K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.07% of Mattson Financial Services's portfolio in Q2 2026, its #168 holding.
  • Mattson Financial Services first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • 410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

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