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

Brookstone Capital Management’s Portfolio SPSB Stock Details SPSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,456
Closed -$559K – 1050
2024
Q3 		$559K Buy
18,456
+4,516
+32% +$135K 0.01% 662
2024
Q2 		$416K Buy
13,940
+899
+7% +$26.6K 0.01% 699
2024
Q1 		$388K Sell
13,041
-372
-3% -$11.1K 0.01% 689
2023
Q4 		$399K Buy
13,413
+1,190
+10% +$35K 0.01% 646
2023
Q3 		$357K Buy
12,223
+3,235
+36% +$95K 0.01% 648
2023
Q2 		$263K Buy
+8,988
New +$265K 0.01% 725
2022
Q4 		– Sell
-6,917
Closed -$201K – 853
2022
Q3 		$201K Buy
6,917
+44
+0.6% +$1.31K ﹤0.01% 748
2022
Q2 		$204K Sell
6,873
-2,182
-24% -$65.2K ﹤0.01% 728
2022
Q1 		$271K Buy
+9,055
New +$276K 0.01% 675

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return