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

Richardson 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 Q1	$316K	Sell	11,020 -259	-2%	-$7.47K	0.2%	120
2025 Q4	$335K	Buy	11,279 +514	+5%	+$14.9K	0.11%	116
2025 Q3	$311K	Buy	10,765 +42	+0.4%	+$1.21K	0.19%	120
2025 Q2	$307K	Sell	10,723 -3,176	-23%	-$90.5K	0.21%	122
2025 Q1	$397K	Buy	13,899 +13	+0.1%	+$366	0.3%	98
2024 Q4	$388K	Sell	13,886 -1,287	-8%	-$36.4K	0.27%	99
2024 Q3	$425K	Buy	15,173 +241	+2%	+$6.92K	0.27%	93
2024 Q2	$418K	Sell	14,932 -5,974	-29%	-$166K	0.3%	91
2024 Q1	$589K	Sell	20,906 -389	-2%	-$11K	0.42%	70
2023 Q4	$608K	Buy	+21,295	New	+$591K	0.53%	57

Other funds holding SPTI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Richardson Financial Services's SPTI Position: Q1 2026 in Review

Richardson Financial Services reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 2.3% in Q1 2026, selling an estimated $7.47K and leaving 11,020 shares worth $316K. The position accounts for 0.2% of the portfolio, ranked #120.

Richardson Financial Services first reported a position in SPTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $608K in Q4 2023. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

Richardson Financial Services held 11,020 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $316K as of Q1 2026.
Richardson Financial Services sold 259 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $7.47K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.2% of Richardson Financial Services's portfolio in Q1 2026, its #120 holding.
Richardson Financial Services first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $608K in Q4 2023.
403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.