Lindbrook Capital’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Lindbrook Capital’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 Q1	–	Sell	-120	Closed	-$3.57K	–	2750
2023 Q4	$3.57K	Buy	+120	New	+$3.53K	﹤0.01%	2055
2023 Q1	–	Sell	-420	Closed	-$12.3K	–	2904
2022 Q4	$12.3K	Sell	420 -325	-44%	-$9.51K	﹤0.01%	1326
2022 Q3	$22K	Hold	745	–	–	﹤0.01%	948
2022 Q2	$22K	Hold	745	–	–	﹤0.01%	938
2022 Q1	$22K	Buy	745 +150	+25%	+$4.58K	﹤0.01%	971
2021 Q4	$18K	Buy	+595	New	+$18.5K	﹤0.01%	1059

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Lindbrook Capital's SPSB Position: Q1 2024 in Review

Lindbrook Capital sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2024, closing a stake of 120 shares — an estimated $3.57K sold.

Lindbrook Capital first reported a position in SPSB in Q4 2021 and held it in 6 quarters. The position peaked at $22K in Q3 2022. 520 funds tracked by Wall St. Rank hold SPSB as of Q1 2024.

Lindbrook Capital reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Lindbrook Capital sold 120 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2024, an estimated $3.57K.
Lindbrook Capital first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Lindbrook Capital's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $22K in Q3 2022.
520 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2024.

Based on Lindbrook Capital's 13F filing for Q1 2024, filed 25 Apr 2024.