Lindbrook Capital’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Lindbrook Capital’s Portfolio SPTM Stock Details SPTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$22.1K	Hold	325	–	–	﹤0.01%	1303
2024 Q4	$23.2K	Hold	325	–	–	﹤0.01%	1202
2024 Q3	$22.8K	Hold	325	–	–	﹤0.01%	1224
2024 Q2	$21.6K	Hold	325	–	–	﹤0.01%	1210
2024 Q1	$20.8K	Hold	325	–	–	﹤0.01%	1193
2023 Q4	$19K	Hold	325	–	–	﹤0.01%	1203
2023 Q3	$17.1K	Hold	325	–	–	﹤0.01%	1138
2023 Q2	$17.7K	Hold	325	–	–	﹤0.01%	1157
2023 Q1	$16.4K	Hold	325	–	–	﹤0.01%	1171
2022 Q4	$15.4K	Hold	325	–	–	﹤0.01%	1202
2022 Q3	$14K	Hold	325	–	–	﹤0.01%	1179
2022 Q2	$15K	Hold	325	–	–	﹤0.01%	1107
2022 Q1	$18K	Hold	325	–	–	﹤0.01%	1052
2021 Q4	$19K	Buy	+325	New	+$18.4K	﹤0.01%	1042

Other funds holding SPTM

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

PAG

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

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Lindbrook Capital's SPTM Position: Q1 2025 in Review

Lindbrook Capital held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2025 at 325 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Lindbrook Capital first reported a position in SPTM in Q4 2021 and has held it in 14 quarters since. The position peaked at $23.2K in Q4 2024. 637 funds tracked by Wall St. Rank hold SPTM as of Q1 2025.

Lindbrook Capital held 325 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $22.1K as of Q1 2025.
Lindbrook Capital left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q1 2025.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1303 holding.
Lindbrook Capital first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $23.2K in Q4 2024.
637 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2025.

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