Lindbrook Capital’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Lindbrook Capital’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$6.55K	Hold	128	–	–	﹤0.01%	1847
2024 Q4	$7K	Hold	128	–	–	﹤0.01%	1829
2024 Q3	$7K	Hold	128	–	–	﹤0.01%	1856
2024 Q2	$6.57K	Hold	128	–	–	﹤0.01%	1862
2024 Q1	$6.83K	Hold	128	–	–	﹤0.01%	1761
2023 Q4	$6.24K	Hold	128	–	–	﹤0.01%	1764
2023 Q3	$5.61K	Hold	128	–	–	﹤0.01%	1716
2023 Q2	$5.87K	Hold	128	–	–	﹤0.01%	1730
2023 Q1	$5.62K	Hold	128	–	–	﹤0.01%	1806
2022 Q4	$5.44K	Hold	128	–	–	﹤0.01%	1777
2022 Q3	$5K	Hold	128	–	–	﹤0.01%	1693
2022 Q2	$5K	Hold	128	–	–	﹤0.01%	1575
2022 Q1	$6K	Hold	128	–	–	﹤0.01%	1545
2021 Q4	$6K	Buy	+128	New	+$6.25K	﹤0.01%	1465

Other funds holding SPMD

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

Betterment LLC New York $52.8B AUM 15.34% 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

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

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

Lindbrook Capital's SPMD Position: Q1 2025 in Review

Lindbrook Capital held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2025 at 128 shares worth $6.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

Lindbrook Capital first reported a position in SPMD in Q4 2021 and has held it in 14 quarters since. The position peaked at $7K in Q4 2024. 677 funds tracked by Wall St. Rank hold SPMD as of Q1 2025.

Lindbrook Capital held 128 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $6.55K as of Q1 2025.
Lindbrook Capital left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q1 2025.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1847 holding.
Lindbrook Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $7K in Q4 2024.
677 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2025.

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