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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

Brookstone Capital Management opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 3,499 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #1188 among its holdings. This is a return to the name: Brookstone Capital Management previously reported a position in SPMD as recently as Q2 2025.

Brookstone Capital Management first reported a position in SPMD in Q2 2021 and has held it in 17 quarters since. The position peaked at $3.2M in Q2 2021. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Brookstone Capital Management held 3,499 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $236K as of Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Brookstone Capital Management position in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1188 holding.
Brookstone Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and has held it in 17 quarters since.
Brookstone Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.2M in Q2 2021.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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