Lindbrook Capital’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Lindbrook Capital’s Portfolio SPYG Stock Details SPYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$52.3K	Hold	651	–	–	﹤0.01%	986
2024 Q4	$57.2K	Buy	651 +492	+309%	+$42.5K	0.01%	763
2024 Q3	$13.2K	Hold	159	–	–	﹤0.01%	1531
2024 Q2	$12.7K	Buy	159 +144	+960%	+$10.8K	﹤0.01%	1496
2024 Q1	$1.1K	Hold	15	–	–	﹤0.01%	2399
2023 Q4	$976	Hold	15	–	–	﹤0.01%	2469
2023 Q3	$889	Hold	15	–	–	﹤0.01%	2384
2023 Q2	$915	Hold	15	–	–	﹤0.01%	2383
2023 Q1	$830	Hold	15	–	–	﹤0.01%	2498
2022 Q4	$760	Hold	15	–	–	﹤0.01%	2516
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	2491
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	2365
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	2355
2021 Q4	$1K	Buy	+15	New	+$1.05K	﹤0.01%	1997

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Lindbrook Capital's SPYG Position: Q1 2025 in Review

Lindbrook Capital held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2025 at 651 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Lindbrook Capital first reported a position in SPYG in Q4 2021 and has held it in 14 quarters since. The position peaked at $57.2K in Q4 2024. 1,101 funds tracked by Wall St. Rank hold SPYG as of Q1 2025.

Lindbrook Capital held 651 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $52.3K as of Q1 2025.
Lindbrook Capital left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2025.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #986 holding.
Lindbrook Capital first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $57.2K in Q4 2024.
1,101 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2025.

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