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

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

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return