Lindbrook Capital, LLC Spdr Portfolio Transaction History

Lindbrook Capital, LLC

$1.06 Billion
Q1 2025

A detailed history of Lindbrook Capital, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Lindbrook Capital, LLC holds 128 shares of SPMD stock, worth $7,202. This represents 0.0% of its overall portfolio holdings.

Number of Shares

128

Previous 128 -0.0%

Holding current value

$7,202

Previous $7,000 14.29%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 18, 2022	BUY	$46.63 - $50.95 $5,968 - $6,521	128 New	128 $6,000

Others Institutions Holding SPMD

# of Institutions

804

Shares Held

232M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

88M
Shares

$4.95 Billion
3.9% of portfolio
Betterment LLC New York, NY

20.1M
Shares

$1.13 Billion
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.7M
Shares

$713 Million
0.23% of portfolio
Valmark Advisers, Inc.

6.84M
Shares

$385 Million
5.15% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$324 Million
10.91% of portfolio

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About SPDR PORTFOLIO

Ticker SPMD
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Lindbrook Capital, LLC Spdr Portfolio Transaction History