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

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

Roan Capital Partners Johnson City, Tennessee $121M AUM

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return