Boltwood Capital Management’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Boltwood Capital Management’s Portfolio SPLB Stock Details SPLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1M	Sell	44,850 -150	-0.3%	-$3.35K	0.23%	95
2026 Q1	$1,000K	Sell	45,000 -200	-0.4%	-$4.52K	0.26%	83
2025 Q4	$1.02M	Sell	45,200 -550	-1%	-$12.6K	0.27%	79
2025 Q3	$1.06M	Sell	45,750 -50	-0.1%	-$1.13K	0.28%	79
2025 Q2	$1.03M	Sell	45,800 -3,150	-6%	-$69.2K	0.29%	76
2025 Q1	$1.1M	Sell	48,950 -2,350	-5%	-$52.8K	0.34%	72
2024 Q4	$1.14M	Sell	51,300 -150	-0.3%	-$3.47K	0.35%	69
2024 Q3	$1.24M	Sell	51,450 -775	-1%	-$18.2K	0.37%	67
2024 Q2	$1.18M	Hold	52,225	–	–	0.37%	66
2024 Q1	$1.21M	Sell	52,225 -2,550	-5%	-$59.1K	0.38%	68
2023 Q4	$1.3M	Buy	+54,775	New	+$1.2M	0.43%	61

Other funds holding SPLB

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Boltwood Capital Management's SPLB Position: Q2 2026 in Review

Boltwood Capital Management reduced its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 0.33% in Q2 2026, selling an estimated $3.35K and leaving 44,850 shares worth $1M. The position accounts for 0.23% of the portfolio, ranked #95.

Boltwood Capital Management first reported a position in SPLB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.3M in Q4 2023. 175 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

Boltwood Capital Management held 44,850 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $1M as of Q2 2026.
Boltwood Capital Management sold 150 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $3.35K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.23% of Boltwood Capital Management's portfolio in Q2 2026, its #95 holding.
Boltwood Capital Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Boltwood Capital Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $1.3M in Q4 2023.
175 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.