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

Lindbrook Capital’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$35.5K Hold
695
– – ﹤0.01% 1135
2024
Q4 		$35.5K Buy
695
+481
+225% +$25.6K ﹤0.01% 963
2024
Q3 		$11.3K Hold
214
– – ﹤0.01% 1605
2024
Q2 		$10.4K Buy
+214
New +$10.5K ﹤0.01% 1603

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lindbrook Capital's SPYV Position: Q1 2025 in Review

Lindbrook Capital held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2025 at 695 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Lindbrook Capital first reported a position in SPYV in Q2 2024 and has held it in 4 quarters since. The position peaked at $35.5K in Q4 2024. 1,015 funds tracked by Wall St. Rank hold SPYV as of Q1 2025.

  • Lindbrook Capital held 695 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $35.5K as of Q1 2025.
  • Lindbrook Capital left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q1 2025.
  • State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1135 holding.
  • Lindbrook Capital first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 4 quarters since.
  • Lindbrook Capital's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $35.5K in Q4 2024.
  • 1,015 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2025.

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