Newbridge Financial Services Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-372	Closed	-$12.5K	–	1379
2025 Q2	$12.5K	Buy	+372	New	+$12.3K	﹤0.01%	831
2025 Q1	–	Sell	-81	Closed	-$2.65K	–	1147
2024 Q4	$2.65K	Buy	+81	New	+$2.68K	﹤0.01%	936
2023 Q4	–	Sell	-16	Closed	-$494	–	1316
2023 Q3	$494	Hold	16	–	–	﹤0.01%	1205
2023 Q2	$499	Buy	16 +1	+7%	+$32	﹤0.01%	1264
2023 Q1	$501	Hold	15	–	–	﹤0.01%	1322
2022 Q4	$488	Hold	15	–	–	﹤0.01%	1360
2022 Q3	$0	Hold	15	–	–	﹤0.01%	1471
2022 Q2	$0	Buy	+15	New	+$496	﹤0.01%	1514

Other funds holding SPIB

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Newbridge Financial Services Group's SPIB Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2025, closing a stake of 372 shares — an estimated $12.5K sold.

Newbridge Financial Services Group first reported a position in SPIB in Q2 2022 and held it in 8 quarters. The position peaked at $12.5K in Q2 2025. 559 funds tracked by Wall St. Rank hold SPIB as of Q3 2025.

Newbridge Financial Services Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 372 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2025, an estimated $12.5K.
Newbridge Financial Services Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2022 and held it in 8 quarters.
Newbridge Financial Services Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $12.5K in Q2 2025.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.