Newbridge Financial Services Group’s State Street SPDR Portfolio Long Term Treasury Index 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 Q3	–	Sell	-34	Closed	-$892	–	1384
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Newbridge Financial Services Group's SPTL Position: Q3 2026 in Review

Newbridge Financial Services Group sold out of State Street SPDR Portfolio Long Term Treasury Index ETF (SPTL) in Q3 2026, closing a stake of 34 shares — an estimated $892 sold.

Newbridge Financial Services Group first reported a position in SPTL in Q3 2020 and held it in 15 quarters. The position peaked at $13K in Q3 2020. 337 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

Newbridge Financial Services Group reported no remaining State Street SPDR Portfolio Long Term Treasury Index ETF position as of Q3 2026 after selling out during the quarter.
Newbridge Financial Services Group sold 34 State Street SPDR Portfolio Long Term Treasury Index ETF shares in Q3 2026, an estimated $892.
Newbridge Financial Services Group first reported a position in State Street SPDR Portfolio Long Term Treasury Index ETF in Q3 2020 and held it in 15 quarters.
Newbridge Financial Services Group's State Street SPDR Portfolio Long Term Treasury Index ETF position peaked at $13K in Q3 2020.
337 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury Index ETF as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.