NFSG
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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
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 – 1159
2020
Q3 		$1K Buy
+29
New +$1.17K ﹤0.01% 1008

Other funds holding SPTM

LPL Financial
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return