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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

VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return