Newbridge Financial Services Group’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Newbridge Financial Services Group’s Portfolio EFIV Stock Details EFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-395	Closed	-$17K	–	1325
2023 Q2	$17K	Hold	395	–	–	0.01%	741
2023 Q1	$15.6K	Hold	395	–	–	0.01%	797
2022 Q4	$14.5K	Hold	395	–	–	0.01%	813
2022 Q3	$13K	Hold	395	–	–	0.01%	812
2022 Q2	$14K	Hold	395	–	–	0.01%	749
2022 Q1	$17K	Buy	+395	New	+$16.9K	0.01%	769

Other funds holding EFIV

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Newbridge Financial Services Group's EFIV Position: Q3 2023 in Review

Newbridge Financial Services Group sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q3 2023, closing a stake of 395 shares — an estimated $17K sold.

Newbridge Financial Services Group first reported a position in EFIV in Q1 2022 and held it in 6 quarters. The position peaked at $17K in Q2 2023. 78 funds tracked by Wall St. Rank hold EFIV as of Q3 2023.

Newbridge Financial Services Group reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q3 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 395 State Street SPDR S&P 500 ESG ETF shares in Q3 2023, an estimated $17K.
Newbridge Financial Services Group first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2022 and held it in 6 quarters.
Newbridge Financial Services Group's State Street SPDR S&P 500 ESG ETF position peaked at $17K in Q2 2023.
78 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2023.

Based on Newbridge Financial Services Group's 13F filing for Q3 2023, filed 17 Oct 2023.