NFSG
SPYM

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

Newbridge Financial Services Group’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$109K Buy
1,421
+1
+0.1% +$80 0.02% 300
2025
Q4 		$114K Buy
1,420
+2
+0.1% +$159 0.02% 296
2025
Q3 		$111K Buy
1,418
+2
+0.1% +$151 0.02% 380
2025
Q2 		$103K Buy
1,416
+1
+0.1% +$67 0.02% 376
2025
Q1 		$93K Sell
1,415
-440
-24% -$30.4K 0.02% 273
2024
Q4 		$128K Sell
1,855
-499
-21% -$34.6K 0.03% 250
2024
Q3 		$159K Buy
2,354
+4
+0.2% +$260 0.06% 172
2024
Q2 		$150K Buy
2,350
+479
+26% +$29.5K 0.06% 219
2024
Q1 		$115K Buy
1,871
+26
+1% +$1.52K 0.05% 267
2023
Q4 		$103K Buy
1,845
+3
+0.2% +$157 0.05% 273
2023
Q3 		$92.6K Buy
1,842
+3
+0.2% +$157 0.05% 313
2023
Q2 		$95.8K Buy
1,839
+3
+0.2% +$148 0.05% 325
2023
Q1 		$88.4K Buy
1,836
+3
+0.2% +$141 0.05% 336
2022
Q4 		$82.4K Buy
1,833
+1,365
+292% +$61.7K 0.05% 339
2022
Q3 		$20K Hold
468
– – 0.01% 698
2022
Q2 		$21K Buy
468
+1
+0.2% +$48 0.01% 649
2022
Q1 		$25K Buy
467
+114
+32% +$5.97K 0.01% 660
2021
Q4 		$20K Buy
353
+2
+0.6% +$108 0.01% 731
2021
Q3 		$18K Buy
351
+28
+9% +$1.45K 0.01% 698
2021
Q2 		$16K Hold
323
– – 0.01% 847
2021
Q1 		$15K Buy
+323
New +$14.6K 0.01% 773

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Newbridge Financial Services Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.07% in Q1 2026, buying an estimated $80 and bringing the position to 1,421 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #300.

Newbridge Financial Services Group first reported a position in SPYM in Q1 2021 and has held it in 21 quarters since. The position peaked at $159K in Q3 2024. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Newbridge Financial Services Group held 1,421 shares of State Street SPDR Portfolio S&P 500 ETF worth $109K as of Q1 2026.
  • Newbridge Financial Services Group bought 1 State Street SPDR Portfolio S&P 500 ETF share in Q1 2026, an estimated $80.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Newbridge Financial Services Group's portfolio in Q1 2026, its #300 holding.
  • Newbridge Financial Services Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and has held it in 21 quarters since.
  • Newbridge Financial Services Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $159K in Q3 2024.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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