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 Q2	$892	Buy	+34	New	+$886	﹤0.01%	1137
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

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Newbridge Financial Services Group opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026: 34 shares worth $892. The stake represents ﹤0.01% of the portfolio and ranks #1137 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in SPTL as recently as Q4 2023.

Newbridge Financial Services Group first reported a position in SPTL in Q3 2020 and has held it in 15 quarters since. The position peaked at $13K in Q3 2020. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Newbridge Financial Services Group held 34 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $892 as of Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF was a new Newbridge Financial Services Group position in Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1137 holding.
Newbridge Financial Services Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2020 and has held it in 15 quarters since.
Newbridge Financial Services Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $13K in Q3 2020.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

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