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Newbridge Financial Services Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Newbridge Financial Services Group’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$213K Buy
3,159
+8
+0.3% +$515 0.03% 241
2026
Q1 		$187K Sell
3,151
-23
-0.7% -$1.4K 0.03% 224
2025
Q4 		$184K Buy
3,174
+8
+0.3% +$460 0.03% 240
2025
Q3 		$181K Buy
3,166
+8
+0.3% +$451 0.03% 312
2025
Q2 		$172K Buy
3,158
+9
+0.3% +$464 0.03% 313
2025
Q1 		$161K Buy
3,149
+8
+0.3% +$436 0.04% 215
2024
Q4 		$172K Buy
3,141
+9
+0.3% +$506 0.04% 223
2024
Q3 		$171K Buy
3,132
+8
+0.3% +$423 0.06% 161
2024
Q2 		$160K Buy
3,124
+419
+15% +$21.6K 0.06% 210
2024
Q1 		$144K Buy
2,705
+209
+8% +$10.4K 0.06% 239
2023
Q4 		$122K Buy
2,496
+6
+0.2% +$267 0.06% 251
2023
Q3 		$109K Buy
2,490
+134
+6% +$6.16K 0.05% 276
2023
Q2 		$108K Buy
2,356
+7
+0.3% +$306 0.05% 299
2023
Q1 		$103K Buy
2,349
+65
+3% +$2.91K 0.05% 314
2022
Q4 		$97.1K Buy
+2,284
New +$97K 0.06% 305
2021
Q4 		– Sell
-21
Closed -$1K – 1528
2021
Q3 		$1K Sell
21
-7
-25% -$331 ﹤0.01% 1312
2021
Q2 		$1K Sell
28
-184
-87% -$8.73K ﹤0.01% 1393
2021
Q1 		$10K Buy
212
+191
+910% +$8.38K 0.01% 909
2020
Q4 		$1K Hold
21
– – ﹤0.01% 1062
2020
Q3 		$1K Buy
+21
New +$690 ﹤0.01% 1007

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

Newbridge Financial Services Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.25% in Q2 2026, buying an estimated $515 and bringing the position to 3,159 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #241.

Newbridge Financial Services Group first reported a position in SPMD in Q3 2020 and has held it in 20 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Newbridge Financial Services Group held 3,159 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $213K as of Q2 2026.
  • Newbridge Financial Services Group bought 8 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $515.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Newbridge Financial Services Group's portfolio in Q2 2026, its #241 holding.
  • Newbridge Financial Services Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2020 and has held it in 20 quarters since.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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