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NFSG
Newbridge Financial Services Group’s
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
Stock Holding History
Newbridge Financial Services Group’s Portfolio
SPTL Stock Details
SPTL Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Hold
0
–
–
–
1278
2025
Q4
–
Hold
0
–
–
–
1449
2024
Q1
–
Sell
-79
Closed
-$2.29K
–
1285
2023
Q4
$2.29K
Sell
79
-271
-77%
-$7.22K
﹤0.01%
954
2023
Q3
$9.15K
Buy
350
+1
+0.3%
+$28
﹤0.01%
840
2023
Q2
$10.4K
Buy
349
+77
+28%
+$2.33K
0.01%
879
2023
Q1
$8.4K
Hold
272
–
–
﹤0.01%
942
2022
Q4
$7.9K
Hold
272
–
–
﹤0.01%
961
2022
Q3
$8K
Hold
272
–
–
﹤0.01%
950
2022
Q2
$9K
Hold
272
–
–
0.01%
897
2022
Q1
$10K
Hold
272
–
–
﹤0.01%
947
2021
Q4
$11K
Hold
272
–
–
0.01%
903
2021
Q3
$11K
Hold
272
–
–
0.01%
854
2021
Q2
$11K
Hold
272
–
–
0.01%
966
2021
Q1
$11K
Hold
272
–
–
0.01%
879
2020
Q4
$12K
Hold
272
–
–
0.01%
678
2020
Q3
$13K
Buy
+272
New
+$12.9K
0.01%
618
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$2.9T AUM
29.55%
1-Year Est. Return
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$49.2B AUM
14.31%
1-Year Est. Return
MERSOM
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$8.81B AUM
10.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
MG
Mather Group
Chicago, Illinois
$10B AUM
15.14%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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