Newbridge Financial Services Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Newbridge Financial Services Group’s Portfolio SPTM Stock Details SPTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$68.2K	Buy	741 +1	+0.1%	+$92	0.01%	397
2026 Q2	$67.2K	Hold	740	–	–	0.01%	411
2026 Q1	$58.5K	Hold	740	–	–	0.01%	394
2025 Q4	$61K	Hold	740	–	–	0.01%	396
2025 Q3	$59.7K	Hold	740	–	–	0.01%	478
2025 Q2	$55.4K	Hold	740	–	–	0.01%	485
2025 Q1	$50.3K	Hold	740	–	–	0.01%	368
2024 Q4	$52.9K	Hold	740	–	–	0.01%	394
2024 Q3	$51.8K	Hold	740	–	–	0.02%	250
2024 Q2	$49.1K	Buy	+740	New	+$47.4K	0.02%	376
2020 Q4	–	Sell	-29	Closed	-$1K	–	1155
2020 Q3	$1K	Buy	+29	New	+$1.17K	﹤0.01%	1008

Other funds holding SPTM

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Keener Financial Planning Keller, Texas $283M AUM 17.22% 1-Year Est. Return

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

Newbridge Financial Services Group increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.14% in Q3 2026, buying an estimated $92 and bringing the position to 741 shares worth $68.2K. The position accounts for 0.01% of the portfolio, ranked #397.

Newbridge Financial Services Group first reported a position in SPTM in Q3 2020 and has held it in 11 quarters since. 522 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Newbridge Financial Services Group held 741 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $68.2K as of Q3 2026.
Newbridge Financial Services Group bought 1 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share in Q3 2026, an estimated $92.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #397 holding.
Newbridge Financial Services Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2020 and has held it in 11 quarters since.
522 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

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