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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Brookstone Capital Management's SPSB Position: Q4 2024 in Review

Brookstone Capital Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2024, closing a stake of 18,456 shares — an estimated $559K sold.

Brookstone Capital Management first reported a position in SPSB in Q1 2022 and held it in 9 quarters. The position peaked at $559K in Q3 2024. 569 funds tracked by Wall St. Rank hold SPSB as of Q4 2024.

Brookstone Capital Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Brookstone Capital Management sold 18,456 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2024, an estimated $559K.
Brookstone Capital Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2022 and held it in 9 quarters.
Brookstone Capital Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $559K in Q3 2024.
569 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2024.

Based on Brookstone Capital Management's 13F filing for Q4 2024, filed 13 Jan 2025.