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Newbridge Financial Services Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Newbridge Financial Services Group’s Portfolio SPIP Stock Details SPIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.9K Buy
1,902
+527
+38% +$13.7K 0.01% 495
2026
Q1 		$35.8K Sell
1,375
-2,722
-66% -$71.1K 0.01% 507
2025
Q4 		$106K Buy
+4,097
New +$107K 0.02% 313
2024
Q4 		– Sell
-1,137
Closed -$29.9K – 1177
2024
Q3 		$29.9K Sell
1,137
-1,614
-59% -$41.7K 0.01% 316
2024
Q2 		$69.9K Buy
2,751
+41
+2% +$1.04K 0.03% 316
2024
Q1 		$69.4K Sell
2,710
-2,631
-49% -$67.3K 0.03% 342
2023
Q4 		$137K Sell
5,341
-2,433
-31% -$60.9K 0.07% 234
2023
Q3 		$193K Sell
7,774
-6,052
-44% -$153K 0.1% 193
2023
Q2 		$357K Sell
13,826
-1,794
-11% -$46.9K 0.17% 117
2023
Q1 		$417K Sell
15,620
-243
-2% -$6.36K 0.22% 98
2022
Q4 		$409K Sell
15,863
-7
-0% -$181 0.24% 96
2022
Q3 		$402K Sell
15,870
-2,029
-11% -$55.6K 0.24% 98
2022
Q2 		$493K Sell
17,899
-2,868
-14% -$82.4K 0.31% 79
2022
Q1 		$628K Buy
20,767
+20,657
+18,779% +$632K 0.31% 65
2021
Q4 		$3K Sell
110
-315
-74% -$9.89K ﹤0.01% 1189
2021
Q3 		$13K Buy
425
+319
+301% +$10K 0.01% 809
2021
Q2 		$3K Buy
106
+1
+1% +$31 ﹤0.01% 1234
2021
Q1 		$3K Hold
105
– – ﹤0.01% 1133
2020
Q4 		$3K Buy
105
+1
+1% +$31 ﹤0.01% 934
2020
Q3 		$3K Buy
+104
New +$3.2K ﹤0.01% 886

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return

Newbridge Financial Services Group's SPIP Position: Q2 2026 in Review

Newbridge Financial Services Group increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 38% in Q2 2026, buying an estimated $13.7K and bringing the position to 1,902 shares worth $48.9K. The position accounts for 0.01% of the portfolio, ranked #495.

Newbridge Financial Services Group first reported a position in SPIP in Q3 2020 and has held it in 20 quarters since. The position peaked at $628K in Q1 2022. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • Newbridge Financial Services Group held 1,902 shares of State Street SPDR Portfolio TIPS ETF worth $48.9K as of Q2 2026.
  • Newbridge Financial Services Group bought 527 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $13.7K.
  • State Street SPDR Portfolio TIPS ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #495 holding.
  • Newbridge Financial Services Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2020 and has held it in 20 quarters since.
  • Newbridge Financial Services Group's State Street SPDR Portfolio TIPS ETF position peaked at $628K in Q1 2022.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.