Brookstone Capital Management’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-98,465	Closed	-$2.22M	–	1096
2025 Q1	$2.22M	Sell	98,465 -4,314	-4%	-$96.8K	0.03%	388
2024 Q4	$2.28M	Sell	102,779 -16,788	-14%	-$388K	0.03%	364
2024 Q3	$2.89M	Sell	119,567 -1,429	-1%	-$33.6K	0.04%	330
2024 Q2	$2.8M	Buy	120,996 +1,491	+1%	+$33.6K	0.05%	318
2024 Q1	$2.78M	Buy	119,505 +37,281	+45%	+$863K	0.05%	303
2023 Q4	$1.96M	Buy	+82,224	New	+$1.8M	0.04%	331

Other funds holding SPLB

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

Brookstone Capital Management's SPLB Position: Q2 2025 in Review

Brookstone Capital Management sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q2 2025, closing a stake of 98,465 shares — an estimated $2.22M sold.

Brookstone Capital Management first reported a position in SPLB in Q4 2023 and held it in 6 quarters. The position peaked at $2.89M in Q3 2024. 166 funds tracked by Wall St. Rank hold SPLB as of Q2 2025.

Brookstone Capital Management reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Brookstone Capital Management sold 98,465 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2025, an estimated $2.22M.
Brookstone Capital Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
Brookstone Capital Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $2.89M in Q3 2024.
166 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2025.

Based on Brookstone Capital Management's 13F filing for Q2 2025, filed 30 Jul 2025.