Boltwood Capital Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.14M	Buy	81,685 +9,265	+13%	+$242K	0.49%	50
2026 Q1	$1.9M	Buy	72,420 +170	+0.2%	+$4.53K	0.49%	53
2025 Q4	$1.91M	Buy	72,250 +220	+0.3%	+$5.94K	0.5%	54
2025 Q3	$1.94M	Buy	72,030 +1,700	+2%	+$44.9K	0.52%	53
2025 Q2	$1.87M	Buy	70,330 +4,840	+7%	+$127K	0.53%	52
2025 Q1	$1.79M	Sell	65,490 -4,236	-6%	-$113K	0.54%	50
2024 Q4	$1.83M	Buy	69,726 +8,480	+14%	+$232K	0.56%	50
2024 Q3	$1.78M	Buy	61,246 +668	+1%	+$19.1K	0.53%	55
2024 Q2	$1.65M	Buy	60,578 +2,728	+5%	+$73.6K	0.52%	58
2024 Q1	$1.62M	Sell	57,850 -5,000	-8%	-$139K	0.5%	56
2023 Q4	$1.82M	Buy	62,850 +20,600	+49%	+$549K	0.6%	48
2023 Q3	$1.1M	Sell	42,250 -12,575	-23%	-$354K	0.41%	65
2023 Q2	$1.64M	Buy	54,825 +7,050	+15%	+$213K	0.59%	47
2023 Q1	$1.48M	Buy	47,775 +6,200	+15%	+$188K	0.55%	47
2022 Q4	$1.21M	Buy	41,575 +15,025	+57%	+$440K	0.49%	55
2022 Q3	$787K	Buy	26,550 +2,225	+9%	+$72.3K	0.36%	76
2022 Q2	$804K	Sell	24,325 -50	-0.2%	-$1.69K	0.35%	86
2022 Q1	$922K	Buy	24,375 +14,350	+143%	+$565K	0.36%	86
2021 Q4	$423K	Sell	10,025 -1,350	-12%	-$56.7K	0.16%	117
2021 Q3	$470K	Buy	11,375 +2,825	+33%	+$120K	0.19%	117
2021 Q2	$353K	Sell	8,550 -1,650	-16%	-$66K	0.15%	125
2021 Q1	$398K	Buy	+10,200	New	+$424K	0.18%	117

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MERSOM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Boltwood Capital Management increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 13% in Q2 2026, buying an estimated $242K and bringing the position to 81,685 shares worth $2.14M. The position accounts for 0.49% of the portfolio, ranked #50.

Boltwood Capital Management first reported a position in SPTL in Q1 2021 and has held it in 22 quarters since. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Boltwood Capital Management held 81,685 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $2.14M as of Q2 2026.
Boltwood Capital Management bought 9,265 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $242K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.49% of Boltwood Capital Management's portfolio in Q2 2026, its #50 holding.
Boltwood Capital Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2021 and has held it in 22 quarters since.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

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