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
2026 Q1	–	Hold	0	–	–	–	1276
2025 Q4	–	Hold	0	–	–	–	1448
2025 Q3	–	Sell	-372	Closed	-$12.5K	–	1384
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	–	1318
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%	1476
2022 Q2	$0	Buy	+15	New	+$496	﹤0.01%	1517

Other funds holding SPIB

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management

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

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return