Boltwood Capital Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.02M	Sell	20,059 -806	-4%	-$41.3K	0.23%	94
2026 Q1	$1.04M	Sell	20,865 -277	-1%	-$13.9K	0.27%	80
2025 Q4	$959K	Sell	21,142 -908	-4%	-$40.1K	0.25%	86
2025 Q3	$988K	Sell	22,050 -1,996	-8%	-$90.2K	0.26%	83
2025 Q2	$1.06M	Sell	24,046 -1,624	-6%	-$68.8K	0.3%	75
2025 Q1	$1.1M	Sell	25,670 -18	-0.1%	-$787	0.34%	73
2024 Q4	$1.08M	Sell	25,688 -74	-0.3%	-$3.43K	0.33%	72
2024 Q3	$1.24M	Sell	25,762 -1,250	-5%	-$57K	0.37%	68
2024 Q2	$1.19M	Sell	27,012 -1,718	-6%	-$77.7K	0.37%	65
2024 Q1	$1.33M	Sell	28,730 -466	-2%	-$20K	0.41%	64
2023 Q4	$1.25M	Buy	29,196 +820	+3%	+$32.8K	0.41%	64
2023 Q3	$1.11M	Sell	28,376 -236	-0.8%	-$9.69K	0.41%	64
2023 Q2	$1.19M	Sell	28,612 -600	-2%	-$23.9K	0.43%	62
2023 Q1	$1.18M	Sell	29,212 -50	-0.2%	-$2.02K	0.44%	60
2022 Q4	$1.14M	Sell	29,262 -18	-0.1%	-$691	0.46%	61
2022 Q3	$996K	Sell	29,280 -1,434	-5%	-$53.9K	0.46%	62
2022 Q2	$1.13M	Sell	30,714 -1,388	-4%	-$58.1K	0.49%	60
2022 Q1	$1.42M	Sell	32,102 -2,538	-7%	-$108K	0.55%	58
2021 Q4	$1.57M	Buy	34,640 +286	+0.8%	+$12.4K	0.58%	53
2021 Q3	$1.36M	Sell	34,354 -10	-0%	-$416	0.55%	57
2021 Q2	$1.41M	Buy	34,364 +650	+2%	+$27.4K	0.59%	57
2021 Q1	$1.33M	Sell	33,714 -90	-0.3%	-$3.4K	0.59%	54
2020 Q4	$1.22M	Sell	33,804 -1,200	-3%	-$41.1K	0.59%	53
2020 Q3	$1.11M	Sell	35,004 -400	-1%	-$12.4K	0.62%	50
2020 Q2	$998K	Buy	35,404 +400	+1%	+$10.5K	0.6%	53
2020 Q1	$788K	Sell	35,004 -5,202	-13%	-$143K	0.56%	62
2019 Q4	$1.24M	Buy	40,206 +500	+1%	+$14.8K	0.69%	47
2019 Q3	$1.16M	Buy	39,706 +2,804	+8%	+$80.8K	0.73%	46
2019 Q2	$1.08M	Sell	36,902 -302	-0.8%	-$8.52K	0.69%	48
2019 Q1	$1.03M	Sell	37,204 -542	-1%	-$14.6K	0.67%	53
2018 Q4	$953K	Sell	37,746 -3,734	-9%	-$99.6K	0.65%	52
2018 Q3	$1.2M	Buy	41,480 +1,072	+3%	+$31.6K	0.72%	46
2018 Q2	$1.17M	Buy	40,408 +330	+0.8%	+$9.67K	0.76%	46
2018 Q1	$1.14M	Buy	40,078 +628	+2%	+$19K	0.78%	47
2017 Q4	$1.19M	Buy	39,450 +1,600	+4%	+$47.1K	0.73%	45
2017 Q3	$1.07M	Buy	37,850 +12,980	+52%	+$357K	0.7%	49
2017 Q2	$669K	Sell	24,870 -300	-1%	-$7.97K	0.45%	74
2017 Q1	$659K	Buy	25,170 +2,520	+11%	+$65.4K	0.46%	75
2016 Q4	$562K	Sell	22,650 -300	-1%	-$7.28K	0.43%	77
2016 Q3	$547K	Buy	22,950 +1,150	+5%	+$27.7K	0.44%	74
2016 Q2	$505K	Buy	21,800 +400	+2%	+$9.31K	0.42%	73
2016 Q1	$479K	Sell	21,400 -30	-0.1%	-$621	0.42%	75
2015 Q4	$465K	Buy	21,430 +1,220	+6%	+$27.1K	0.43%	70
2015 Q3	$403K	Sell	20,210 -250	-1%	-$5.56K	0.43%	69
2015 Q2	$495K	Sell	20,460 -600	-3%	-$15.1K	0.49%	65
2015 Q1	$514K	Sell	21,060 -8,070	-28%	-$200K	0.15%	79
2014 Q4	$708K	Sell	29,130 -70	-0.2%	-$1.69K	0.2%	69
2014 Q3	$724K	Buy	29,200 +4,220	+17%	+$105K	0.21%	66
2014 Q2	$620K	Buy	24,980 +800	+3%	+$19.3K	0.18%	70
2014 Q1	$572K	Sell	24,180 -1,250	-5%	-$28.7K	0.18%	65
2013 Q4	$588K	Buy	25,430 +300	+1%	+$6.59K	0.19%	64
2013 Q3	$528K	Buy	25,130 +350	+1%	+$7.16K	0.19%	63
2013 Q2	$475K	Buy	+24,780	New	+$490K	0.2%	62

Other funds holding XLB

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return