Brookstone Capital Management
SPMD icon

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
Q3 		$236K Buy
3,750
+251
+7% +$16.6K ﹤0.01% 1202
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

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Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
RKL Wealth Management
RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Atlas Private Wealth Advisors
Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Brookstone Capital Management's SPMD Position: Q3 2026 in Review

Brookstone Capital Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 7.2% in Q3 2026, buying an estimated $16.6K and bringing the position to 3,750 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Brookstone Capital Management first reported a position in SPMD in Q2 2021 and has held it in 18 quarters since. The position peaked at $3.2M in Q2 2021. 249 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Brookstone Capital Management held 3,750 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $236K as of Q3 2026.
  • Brookstone Capital Management bought 251 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $16.6K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #1202 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 18 quarters since.
  • Brookstone Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.2M in Q2 2021.
  • 249 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.