Boltwood Capital Management Spdr Index Shs Fds S&P North A Transaction History

Boltwood Capital Management

$327 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 07, 2020	SELL	$18.39 - $33.84 $162,420 - $298,874	-8,832 Closed	0 $0
Q4 2019 Jan 07, 2020	BUY	$30.16 - $33.74 $266,373 - $297,991	8,832 New	8,832 $298,000

Others Institutions Holding NANR

# of Institutions

107

Shares Held

8.82M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

6.05M
Shares

$323 Million
0.7% of portfolio
Capital Wealth Management, LLC W. Warwick, RI

314K
Shares

$16.8 Million
6.89% of portfolio
Bank Of America Corp Charlotte, NC

183K
Shares

$9.76 Million
0.0% of portfolio
Franklin Resources Inc San Mateo, CA

180K
Shares

$9.61 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

141K
Shares

$7.51 Million
0.03% of portfolio

About SPDR INDEX SHS FDS S&P NORTH A

Ticker NANR
Sector ETFs
Industry ETFs

More about NANR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Boltwood Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Boltwood Capital Management with notifications on news.