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

Newbridge Financial Services Group’s Portfolio SPLB Stock Details SPLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74.9K Buy
3,343
+45
+1% +$1K 0.01% 392
2026
Q1 		$73.3K Buy
3,298
+29
+0.9% +$656 0.01% 358
2025
Q4 		$73.8K Buy
3,269
+56
+2% +$1.29K 0.01% 361
2025
Q3 		$74.3K Buy
3,213
+42
+1% +$950 0.01% 439
2025
Q2 		$71.6K Buy
3,171
+42
+1% +$923 0.01% 436
2025
Q1 		$70.6K Buy
3,129
+27
+0.9% +$606 0.02% 311
2024
Q4 		$69K Buy
3,102
+52
+2% +$1.2K 0.02% 339
2024
Q3 		$73.7K Buy
3,050
+38
+1% +$893 0.03% 223
2024
Q2 		$67.9K Buy
3,012
+1,489
+98% +$33.6K 0.03% 325
2024
Q1 		$35.4K Buy
1,523
+1,482
+3,615% +$34.3K 0.02% 473
2023
Q4 		$975 Hold
41
– – ﹤0.01% 1021
2023
Q3 		$871 Hold
41
– – ﹤0.01% 1167
2023
Q2 		$954 Hold
41
– – ﹤0.01% 1222
2023
Q1 		$968 Hold
41
– – ﹤0.01% 1276
2022
Q4 		$920 Hold
41
– – ﹤0.01% 1310
2022
Q3 		$1K Hold
41
– – ﹤0.01% 1337
2022
Q2 		$1K Hold
41
– – ﹤0.01% 1309
2022
Q1 		$1K Hold
41
– – ﹤0.01% 1404
2021
Q4 		$1K Hold
41
– – ﹤0.01% 1363
2021
Q3 		$1K Hold
41
– – ﹤0.01% 1311
2021
Q2 		$1K Hold
41
– – ﹤0.01% 1392
2021
Q1 		$1K Hold
41
– – ﹤0.01% 1325
2020
Q4 		$1K Hold
41
– – ﹤0.01% 1061
2020
Q3 		$1K Buy
+41
New +$1.33K ﹤0.01% 1006

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Newbridge Financial Services Group increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 1.4% in Q2 2026, buying an estimated $1K and bringing the position to 3,343 shares worth $74.9K. The position accounts for 0.01% of the portfolio, ranked #392.

Newbridge Financial Services Group first reported a position in SPLB in Q3 2020 and has held it in 24 quarters since. 175 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • Newbridge Financial Services Group held 3,343 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $74.9K as of Q2 2026.
  • Newbridge Financial Services Group bought 45 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $1K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #392 holding.
  • Newbridge Financial Services Group first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 175 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

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