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Brookstone Capital Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Brookstone Capital Management’s Portfolio SPMB Stock Details SPMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Sell
47,411
-956
-2% -$21.3K 0.01% 680
2026
Q1 		$1.08M Sell
48,367
-1,587
-3% -$35.7K 0.01% 617
2025
Q4 		$1.12M Sell
49,954
-4,665
-9% -$105K 0.01% 602
2025
Q3 		$1.23M Buy
54,619
+328
+0.6% +$7.26K 0.01% 557
2025
Q2 		$1.2M Sell
54,291
-566
-1% -$12.3K 0.02% 527
2025
Q1 		$1.21M Buy
54,857
+24,824
+83% +$540K 0.02% 508
2024
Q4 		$647K Sell
30,033
-3,197
-10% -$70K 0.01% 629
2024
Q3 		$749K Buy
33,230
+17,750
+115% +$394K 0.01% 586
2024
Q2 		$339K Buy
15,480
+1,487
+11% +$31.8K 0.01% 758
2024
Q1 		$304K Buy
13,993
+67
+0.5% +$1.45K 0.01% 759
2023
Q4 		$307K Buy
13,926
+3,170
+29% +$66.6K 0.01% 706
2023
Q3 		$216K Sell
10,756
-1,735
-14% -$37.2K ﹤0.01% 767
2023
Q2 		$268K Buy
12,491
+761
+6% +$16.8K 0.01% 722
2023
Q1 		$258K Buy
+11,730
New +$259K 0.01% 732
2020
Q1 		– Sell
-18,346
Closed -$479K – 417
2019
Q4 		$479K Sell
18,346
-8,402
-31% -$220K 0.02% 286
2019
Q3 		$703K Sell
26,748
-8,938
-25% -$234K 0.04% 221
2019
Q2 		$933K Sell
35,686
-12,439
-26% -$321K 0.05% 193
2019
Q1 		$1.24M Sell
48,125
-68,860
-59% -$1.76M 0.08% 128
2018
Q4 		$2.97M Buy
+116,985
New +$2.93M 0.23% 76

Other funds holding SPMB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return