Lindbrook Capital’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Lindbrook Capital’s Portfolio SPDW Stock Details SPDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$15K	Hold	412	–	–	﹤0.01%	1480
2024 Q4	$14.1K	Hold	412	–	–	﹤0.01%	1468
2024 Q3	$15.5K	Hold	412	–	–	﹤0.01%	1436
2024 Q2	$14.5K	Buy	412 +69	+20%	+$2.45K	﹤0.01%	1422
2024 Q1	$12.3K	Hold	343	–	–	﹤0.01%	1462
2023 Q4	$11.7K	Hold	343	–	–	﹤0.01%	1467
2023 Q3	$10.6K	Hold	343	–	–	﹤0.01%	1381
2023 Q2	$11.2K	Hold	343	–	–	﹤0.01%	1395
2023 Q1	$11K	Hold	343	–	–	﹤0.01%	1392
2022 Q4	$10.2K	Hold	343	–	–	﹤0.01%	1423
2022 Q3	$9K	Hold	343	–	–	﹤0.01%	1390
2022 Q2	$10K	Hold	343	–	–	﹤0.01%	1265
2022 Q1	$12K	Buy	343 +176	+105%	+$6.11K	﹤0.01%	1227
2021 Q4	$6K	Buy	+167	New	+$6.14K	﹤0.01%	1464
2020 Q1	–	Sell	-228	Closed	-$7K	–	1852
2019 Q4	$7K	Buy	+228	New	+$6.94K	﹤0.01%	1023

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lindbrook Capital's SPDW Position: Q1 2025 in Review

Lindbrook Capital held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2025 at 412 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Lindbrook Capital first reported a position in SPDW in Q4 2019 and has held it in 15 quarters since. The position peaked at $15.5K in Q3 2024. 991 funds tracked by Wall St. Rank hold SPDW as of Q1 2025.

Lindbrook Capital held 412 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $15K as of Q1 2025.
Lindbrook Capital left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2025.
State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1480 holding.
Lindbrook Capital first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 15 quarters since.
Lindbrook Capital's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $15.5K in Q3 2024.
991 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.