BCM
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Brookstone Capital Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Brookstone Capital Management’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$236K Buy
+3,499
New +$225K ﹤0.01% 1188
2025
Q3 		– Sell
-4,480
Closed -$244K – 1171
2025
Q2 		$244K Buy
+4,480
New +$231K ﹤0.01% 960
2025
Q1 		– Sell
-3,963
Closed -$217K – 1061
2024
Q4 		$217K Sell
3,963
-588
-13% -$33.1K ﹤0.01% 927
2024
Q3 		$249K Buy
4,551
+276
+6% +$14.6K ﹤0.01% 895
2024
Q2 		$230K Sell
4,275
-763
-15% -$39.4K ﹤0.01% 874
2024
Q1 		$269K Sell
5,038
-1,091
-18% -$54.3K ﹤0.01% 796
2023
Q4 		$299K Sell
6,129
-5,549
-48% -$247K 0.01% 715
2023
Q3 		$495K Sell
11,678
-477
-4% -$21.9K 0.01% 577
2023
Q2 		$554K Sell
12,155
-658
-5% -$28.7K 0.01% 556
2023
Q1 		$563K Sell
12,813
-2,517
-16% -$113K 0.01% 561
2022
Q4 		$668K Sell
15,330
-1,381
-8% -$58.6K 0.01% 525
2022
Q3 		$659K Sell
16,711
-3,490
-17% -$148K 0.02% 509
2022
Q2 		$821K Sell
20,201
-2,264
-10% -$98.2K 0.02% 455
2022
Q1 		$1.02M Sell
22,465
-25,064
-53% -$1.17M 0.02% 412
2021
Q4 		$2.32M Sell
47,529
-15,436
-25% -$754K 0.04% 249
2021
Q3 		$2.97M Sell
62,965
-5,349
-8% -$253K 0.05% 217
2021
Q2 		$3.2M Buy
+68,314
New +$3.24M 0.06% 212

Other funds holding SPMD

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return