Brookstone Capital Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Brookstone Capital Management’s Portfolio LGLV Stock Details LGLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$528K	Sell	3,030 -178	-6%	-$32.9K	0.01%	912
2026 Q2	$582K	Buy	3,208 +22	+0.7%	+$3.95K	0.01%	879
2026 Q1	$567K	Sell	3,186 -47	-1%	-$8.57K	0.01%	832
2025 Q4	$568K	Buy	3,233 +37	+1%	+$6.49K	0.01%	812
2025 Q3	$569K	Buy	3,196 +384	+14%	+$67.6K	0.01%	779
2025 Q2	$491K	Sell	2,812 -334	-11%	-$57.2K	0.01%	742
2025 Q1	$548K	Buy	+3,146	New	+$536K	0.01%	695
2019 Q3	–	Sell	-33,579	Closed	-$3.62M	–	460
2019 Q2	$3.62M	Buy	+33,579	New	+$3.5M	0.21%	75

Other funds holding LGLV

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Legacy Advisory Services Exton, Pennsylvania $139M AUM 9.89% 1-Year Est. Return

Brookstone Capital Management's LGLV Position: Q3 2026 in Review

Brookstone Capital Management reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 5.5% in Q3 2026, selling an estimated $32.9K and leaving 3,030 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #912.

Brookstone Capital Management first reported a position in LGLV in Q2 2019 and has held it in 8 quarters since. The position peaked at $3.62M in Q2 2019. 50 funds tracked by Wall St. Rank hold LGLV as of Q3 2026.

Brookstone Capital Management held 3,030 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $528K as of Q3 2026.
Brookstone Capital Management sold 178 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2026, an estimated $32.9K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #912 holding.
Brookstone Capital Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2019 and has held it in 8 quarters since.
Brookstone Capital Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $3.62M in Q2 2019.
50 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.