Boltwood Capital Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.99M	Buy	223,723 +21,660	+11%	+$483K	1.14%	26
2026 Q1	$4.52M	Buy	202,063 +17,827	+10%	+$401K	1.15%	25
2025 Q4	$4.13M	Buy	184,236 +27,557	+18%	+$620K	1.07%	25
2025 Q3	$3.52M	Buy	156,679 +42,265	+37%	+$935K	0.94%	28
2025 Q2	$2.53M	Buy	114,414 +17,831	+18%	+$389K	0.72%	37
2025 Q1	$2.13M	Sell	96,583 -2,005	-2%	-$43.6K	0.65%	43
2024 Q4	$2.12M	Sell	98,588 -100	-0.1%	-$2.19K	0.65%	42
2024 Q3	$2.22M	Buy	98,688 +2	+0%	+$44	0.66%	43
2024 Q2	$2.13M	Buy	98,686 +12,961	+15%	+$277K	0.67%	42
2024 Q1	$1.86M	Hold	85,725	–	–	0.58%	51
2023 Q4	$1.89M	Buy	85,725 +44,650	+109%	+$939K	0.63%	44
2023 Q3	$854K	Buy	41,075 +18,610	+83%	+$399K	0.32%	78
2023 Q2	$492K	Buy	+22,465	New	+$495K	0.18%	108
2021 Q4	–	Sell	-52,650	Closed	-$1.35M	–	157
2021 Q3	$1.35M	Sell	52,650 -21,450	-29%	-$554K	0.55%	58
2021 Q2	$1.92M	Buy	+74,100	New	+$1.92M	0.8%	41

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Boltwood Capital Management increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 11% in Q2 2026, buying an estimated $483K and bringing the position to 223,723 shares worth $4.99M. The position accounts for 1.14% of the portfolio, ranked #26.

Boltwood Capital Management first reported a position in SPMB in Q2 2021 and has held it in 15 quarters since. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Boltwood Capital Management held 223,723 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $4.99M as of Q2 2026.
Boltwood Capital Management bought 21,660 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $483K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 1.14% of Boltwood Capital Management's portfolio in Q2 2026, its #26 holding.
Boltwood Capital Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2021 and has held it in 15 quarters since.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

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