Lindbrook Capital’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Lindbrook Capital’s Portfolio SPAB Stock Details SPAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-131	Closed	-$3.29K	–	2902
2022 Q4	$3.29K	Hold	131	–	–	﹤0.01%	2008
2022 Q3	$3K	Hold	131	–	–	﹤0.01%	1927
2022 Q2	$3K	Hold	131	–	–	﹤0.01%	1844
2022 Q1	$4K	Hold	131	–	–	﹤0.01%	1744
2021 Q4	$4K	Buy	+131	New	+$3.9K	﹤0.01%	1605

Other funds holding SPAB

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Lindbrook Capital's SPAB Position: Q1 2023 in Review

Lindbrook Capital sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2023, closing a stake of 131 shares — an estimated $3.29K sold.

Lindbrook Capital first reported a position in SPAB in Q4 2021 and held it in 5 quarters. The position peaked at $4K in Q1 2022. 415 funds tracked by Wall St. Rank hold SPAB as of Q1 2023.

Lindbrook Capital reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
Lindbrook Capital sold 131 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2023, an estimated $3.29K.
Lindbrook Capital first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and held it in 5 quarters.
Lindbrook Capital's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $4K in Q1 2022.
415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2023.

Based on Lindbrook Capital's 13F filing for Q1 2023, filed 26 Apr 2023.