Newbridge Financial Services Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-380	Closed	-$11K	–	1511
2022 Q1	$11K	Buy	380 +1	+0.3%	+$29	0.01%	921
2021 Q4	$11K	Buy	379 +2	+0.5%	+$59	0.01%	902
2021 Q3	$11K	Buy	377 +2	+0.5%	+$60	0.01%	853
2021 Q2	$11K	Buy	375 +2	+0.5%	+$60	0.01%	965
2021 Q1	$11K	Buy	373 +2	+0.5%	+$60	0.01%	878
2020 Q4	$11K	Buy	371 +2	+0.5%	+$61	0.01%	705
2020 Q3	$11K	Buy	+369	New	+$11.4K	0.01%	658

Other funds holding SPAB

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Newbridge Financial Services Group's SPAB Position: Q2 2022 in Review

Newbridge Financial Services Group sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2022, closing a stake of 380 shares — an estimated $11K sold.

Newbridge Financial Services Group first reported a position in SPAB in Q3 2020 and held it in 7 quarters. The position peaked at $11K in Q1 2022. 400 funds tracked by Wall St. Rank hold SPAB as of Q2 2022.

Newbridge Financial Services Group reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 380 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2022, an estimated $11K.
Newbridge Financial Services Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2020 and held it in 7 quarters.
Newbridge Financial Services Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $11K in Q1 2022.
400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2022.

Based on Newbridge Financial Services Group's 13F filing for Q2 2022, filed 15 Jul 2022.