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 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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Brookstone Capital Management's LGLV Position: Q2 2026 in Review

Brookstone Capital Management increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.69% in Q2 2026, buying an estimated $3.95K and bringing the position to 3,208 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #879.

Brookstone Capital Management first reported a position in LGLV in Q2 2019 and has held it in 7 quarters since. The position peaked at $3.62M in Q2 2019. 26 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Brookstone Capital Management held 3,208 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $582K as of Q2 2026.
Brookstone Capital Management bought 22 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $3.95K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #879 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 7 quarters since.
Brookstone Capital Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $3.62M in Q2 2019.
26 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.