NFSG
SPYG icon

Newbridge Financial Services Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Newbridge Financial Services Group’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$99.4K Sell
1,016
-35
-3% -$3.65K 0.02% 314
2025
Q4 		$112K Buy
1,051
+346
+49% +$36.7K 0.02% 298
2025
Q3 		$73.7K Hold
705
– – 0.01% 442
2025
Q2 		$67.2K Buy
705
+28
+4% +$2.4K 0.01% 451
2025
Q1 		$54.4K Buy
677
+1
+0.1% +$87 0.01% 355
2024
Q4 		$59.5K Sell
676
-89
-12% -$7.69K 0.02% 363
2024
Q3 		$63.5K Buy
765
+42
+6% +$3.36K 0.02% 233
2024
Q2 		$58K Sell
723
-888
-55% -$66.3K 0.02% 351
2024
Q1 		$118K Sell
1,611
-2,400
-60% -$167K 0.05% 264
2023
Q4 		$261K Sell
4,011
-868
-18% -$53.5K 0.13% 154
2023
Q3 		$289K Sell
4,879
-398
-8% -$24.4K 0.15% 141
2023
Q2 		$322K Sell
5,277
-683
-11% -$39.1K 0.16% 132
2023
Q1 		$330K Sell
5,960
-183
-3% -$9.69K 0.18% 125
2022
Q4 		$311K Sell
6,143
-3,969
-39% -$207K 0.18% 119
2022
Q3 		$507K Sell
10,112
-1,205
-11% -$67.8K 0.3% 76
2022
Q2 		$592K Buy
11,317
+1,444
+15% +$82.8K 0.37% 62
2022
Q1 		$654K Buy
9,873
+9,295
+1,608% +$605K 0.32% 63
2021
Q4 		$42K Buy
+578
New +$40.4K 0.02% 512

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Newbridge Financial Services Group's SPYG Position: Q1 2026 in Review

Newbridge Financial Services Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.3% in Q1 2026, selling an estimated $3.65K and leaving 1,016 shares worth $99.4K. The position accounts for 0.02% of the portfolio, ranked #314.

Newbridge Financial Services Group first reported a position in SPYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $654K in Q1 2022. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Newbridge Financial Services Group held 1,016 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $99.4K as of Q1 2026.
  • Newbridge Financial Services Group sold 35 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $3.65K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Newbridge Financial Services Group's portfolio in Q1 2026, its #314 holding.
  • Newbridge Financial Services Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Newbridge Financial Services Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $654K in Q1 2022.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.