NFSG
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Newbridge Financial Services Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Newbridge Financial Services Group’s Portfolio SLYG Stock Details SLYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-104
Closed -$8.7K – 1282
2023
Q4 		$8.7K Hold
104
– – ﹤0.01% 765
2023
Q3 		$7.62K Hold
104
– – ﹤0.01% 875
2023
Q2 		$8K Hold
104
– – ﹤0.01% 933
2023
Q1 		$7.67K Hold
104
– – ﹤0.01% 973
2022
Q4 		$7.51K Hold
104
– – ﹤0.01% 979
2022
Q3 		$7K Hold
104
– – ﹤0.01% 978
2022
Q2 		$7K Sell
104
-82
-44% -$6.22K ﹤0.01% 949
2022
Q1 		$16K Buy
186
+82
+79% +$6.92K 0.01% 792
2021
Q4 		$10K Buy
+104
New +$9.48K ﹤0.01% 919

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return