Richardson Financial Services’s State Street SPDR Portfolio Intermediate Term Treasury Index 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 Q3	$276K	Sell	10,100 -763	-7%	-$21.3K	0.16%	135
2026 Q2	$308K	Sell	10,863 -157	-1%	-$4.46K	0.17%	121
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 $468B AUM 17.69% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Evermay Wealth Management Arlington, Virginia $996M AUM 10.6% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Manning & Napier Advisors Fairport, New York $7.41B AUM 22.31% 1-Year Est. Return

Richardson Financial Services's SPTI Position: Q3 2026 in Review

Richardson Financial Services reduced its State Street SPDR Portfolio Intermediate Term Treasury Index ETF (SPTI) stake by 7% in Q3 2026, selling an estimated $21.3K and leaving 10,100 shares worth $276K. The position accounts for 0.16% of the portfolio, ranked #135.

Richardson Financial Services first reported a position in SPTI in Q4 2023 and has held it in 12 quarters since. The position peaked at $608K in Q4 2023. 366 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

Richardson Financial Services held 10,100 shares of State Street SPDR Portfolio Intermediate Term Treasury Index ETF worth $276K as of Q3 2026.
Richardson Financial Services sold 763 State Street SPDR Portfolio Intermediate Term Treasury Index ETF shares in Q3 2026, an estimated $21.3K.
State Street SPDR Portfolio Intermediate Term Treasury Index ETF made up 0.16% of Richardson Financial Services's portfolio in Q3 2026, its #135 holding.
Richardson Financial Services first reported a position in State Street SPDR Portfolio Intermediate Term Treasury Index ETF in Q4 2023 and has held it in 12 quarters since.
Richardson Financial Services's State Street SPDR Portfolio Intermediate Term Treasury Index ETF position peaked at $608K in Q4 2023.
366 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury Index ETF as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.