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	–	1514
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 $2.9T AUM 29.55% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return