Brookstone Capital Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Brookstone Capital Management’s Portfolio SPTM Stock Details SPTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$540K	Sell	5,953 -162	-3%	-$14.3K	0.01%	908
2026 Q1	$483K	Sell	6,115 -1,229	-17%	-$102K	0.01%	873
2025 Q4	$606K	Sell	7,344 -2,378	-24%	-$194K	0.01%	793
2025 Q3	$784K	Buy	9,722 +1,381	+17%	+$107K	0.01%	682
2025 Q2	$625K	Sell	8,341 -2,788	-25%	-$193K	0.01%	695
2025 Q1	$757K	Sell	11,129 -3,171	-22%	-$227K	0.01%	616
2024 Q4	$1.02M	Sell	14,300 -11,014	-44%	-$793K	0.01%	530
2024 Q3	$1.77M	Buy	25,314 +1,549	+7%	+$105K	0.03%	396
2024 Q2	$1.62M	Sell	23,765 -662	-3%	-$42.4K	0.03%	406
2024 Q1	$1.57M	Sell	24,427 -1,908	-7%	-$116K	0.03%	398
2023 Q4	$1.54M	Sell	26,335 -347,679	-93%	-$19M	0.03%	371
2023 Q3	$19.5M	Sell	374,014 -72,010	-16%	-$3.94M	0.43%	61
2023 Q2	$24M	Sell	446,024 -38,913	-8%	-$2.01M	0.48%	55
2023 Q1	$24.7M	Buy	484,937 +2,214	+0.5%	+$109K	0.48%	58
2022 Q4	$23.2M	Sell	482,723 -25,136	-5%	-$1.19M	0.47%	59
2022 Q3	$22.4M	Sell	507,859 -52,661	-9%	-$2.58M	0.52%	50
2022 Q2	$26.8M	Sell	560,520 -163,555	-23%	-$8.26M	0.59%	42
2022 Q1	$39.1M	Buy	724,075 +108,106	+18%	+$5.93M	0.77%	30
2021 Q4	$35.4M	Sell	615,969 -151,977	-20%	-$8.6M	0.61%	49
2021 Q3	$41.2M	Sell	767,946 -109,500	-12%	-$5.96M	0.74%	37
2021 Q2	$47.2M	Buy	+877,446	New	+$45.4M	0.85%	26

Other funds holding SPTM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

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

Brookstone Capital Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.6% in Q2 2026, selling an estimated $14.3K and leaving 5,953 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #908.

Brookstone Capital Management first reported a position in SPTM in Q2 2021 and has held it in 21 quarters since. The position peaked at $47.2M in Q2 2021. 153 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Brookstone Capital Management held 5,953 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $540K as of Q2 2026.
Brookstone Capital Management sold 162 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $14.3K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #908 holding.
Brookstone Capital Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2021 and has held it in 21 quarters since.
Brookstone Capital Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $47.2M in Q2 2021.
153 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

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