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Disclosery

Boltwood Capital Management: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Boltwood Capital Management on XLY, newest first. How the timeline and the estimate are built.

Boltwood Capital Management held 26,008 XLY shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,008 shares
    Change vs previous 13F +188 shares

    0.64% of the 13F portfolio, value $2,830,707.

    13F-HR 0001563690-26-000005 filed by Boltwood Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,820 shares
    Change vs previous 13F +260 shares

    0.69% of the 13F portfolio, value $3,028,166.

    13F-HR 0001563690-26-000003 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 25,560 shares
    Change vs previous 13F +427 shares

    0.71% of the 13F portfolio, value $2,785,525.

    13F-HR 0001563690-26-000002 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 25,133 shares
    Change vs previous 13F +12,617 shares

    0.78% of the 13F portfolio, value $3,001,128.

    13F-HR 0001563690-26-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 12,516 shares
    Change vs previous 13F +68 shares

    0.8% of the 13F portfolio, value $2,999,326.

    13F-HR 0001563690-25-000008 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 12,448 shares
    Change vs previous 13F +164 shares

    0.77% of the 13F portfolio, value $2,705,317.

    13F-HR 0001563690-25-000006 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 12,284 shares
    Change vs previous 13F +214 shares

    0.74% of the 13F portfolio, value $2,425,592.

    13F-HR 0001563690-25-000005 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 12,070 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,707,897.

    13F-HR 0001563690-25-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).