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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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Newbridge Financial Services Group held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 740 shares worth $67.2K. The position accounts for 0.01% of the portfolio, ranked #411.

Newbridge Financial Services Group first reported a position in SPTM in Q3 2020 and has held it in 10 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Newbridge Financial Services Group held 740 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $67.2K as of Q2 2026.
  • Newbridge Financial Services Group left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #411 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 10 quarters since.
  • 778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

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