Lindbrook Capital’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Lindbrook Capital’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$6.21K	Hold	152	–	–	﹤0.01%	1867
2024 Q4	$6.85K	Hold	152	–	–	﹤0.01%	1841
2024 Q3	$6.94K	Hold	152	–	–	﹤0.01%	1860
2024 Q2	$6.33K	Hold	152	–	–	﹤0.01%	1880
2024 Q1	$6.56K	Sell	152 -1	-0.7%	-$41	﹤0.01%	1773
2023 Q4	$6.47K	Buy	153 +1	+0.7%	+$38	﹤0.01%	1752
2023 Q3	$5.62K	Hold	152	–	–	﹤0.01%	1713
2023 Q2	$5.91K	Buy	+152	New	+$5.65K	﹤0.01%	1723

Other funds holding SPSM

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Lindbrook Capital's SPSM Position: Q1 2025 in Review

Lindbrook Capital held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2025 at 152 shares worth $6.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Lindbrook Capital first reported a position in SPSM in Q2 2023 and has held it in 8 quarters since. The position peaked at $6.94K in Q3 2024. 891 funds tracked by Wall St. Rank hold SPSM as of Q1 2025.

Lindbrook Capital held 152 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $6.21K as of Q1 2025.
Lindbrook Capital left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q1 2025.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1867 holding.
Lindbrook Capital first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 8 quarters since.
Lindbrook Capital's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $6.94K in Q3 2024.
891 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2025.

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