Boltwood Capital Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Boltwood Capital Management’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 Q2	$1.16M	Buy	41,010 +110	+0.3%	+$3.13K	0.27%	82
2026 Q1	$1.17M	Hold	40,900	–	–	0.3%	75
2025 Q4	$1.18M	Hold	40,900	–	–	0.31%	75
2025 Q3	$1.18M	Buy	40,900 +22,500	+122%	+$647K	0.31%	72
2025 Q2	$529K	Hold	18,400	–	–	0.15%	119
2025 Q1	$526K	Hold	18,400	–	–	0.16%	114
2024 Q4	$513K	Hold	18,400	–	–	0.16%	113
2024 Q3	$535K	Hold	18,400	–	–	0.16%	111
2024 Q2	$516K	Hold	18,400	–	–	0.16%	111
2024 Q1	$519K	Sell	18,400 -425	-2%	-$12K	0.16%	112
2023 Q4	$538K	Buy	+18,825	New	+$522K	0.18%	107
2023 Q3	–	Sell	-18,575	Closed	-$525K	–	161
2023 Q2	$525K	Buy	18,575 +1,825	+11%	+$52.5K	0.19%	104
2023 Q1	$485K	Buy	16,750 +4,450	+36%	+$127K	0.18%	106
2022 Q4	$347K	Sell	12,300 -30,015	-71%	-$847K	0.14%	118
2022 Q3	$1.19M	Sell	42,315 -11,415	-21%	-$334K	0.54%	52
2022 Q2	$1.58M	Buy	53,730 +14,645	+37%	+$432K	0.69%	48
2022 Q1	$1.18M	Buy	39,085 +30,135	+337%	+$939K	0.46%	69
2021 Q4	$287K	Sell	8,950 -6,950	-44%	-$223K	0.11%	138
2021 Q3	$514K	Buy	15,900 +1,250	+9%	+$40.8K	0.21%	112
2021 Q2	$474K	Buy	14,650 +2,275	+18%	+$73.5K	0.2%	113
2021 Q1	$397K	Buy	+12,375	New	+$403K	0.18%	118

Other funds holding SPTI

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

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Boltwood Capital Management increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 0.27% in Q2 2026, buying an estimated $3.13K and bringing the position to 41,010 shares worth $1.16M. The position accounts for 0.27% of the portfolio, ranked #82.

Boltwood Capital Management first reported a position in SPTI in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.58M in Q2 2022. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Boltwood Capital Management held 41,010 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $1.16M as of Q2 2026.
Boltwood Capital Management bought 110 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $3.13K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.27% of Boltwood Capital Management's portfolio in Q2 2026, its #82 holding.
Boltwood Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2021 and has held it in 21 quarters since.
Boltwood Capital Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.58M in Q2 2022.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

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