Ownership history in N.E.W. Advisory Services LLC · 24 quarters on record
This page tracks every 13F SEC filing in which N.E.W. Advisory Services LLC reported a position in SPDR SERIES TRUST (SPAB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 2,108,406 | +304,080 | +16.9% | 4.02% | $54.3M | $25.59 |
| 2025 Q3 | ADDED | 1,804,326 | +68,346 | +3.9% | 4.17% | $46.6M | $25.34 |
| 2025 Q2 | REDUCED | 1,735,980 | -546,886 | -24.0% | 4.31% | $44.4M | $24.85 |
| 2025 Q1 | ADDED | 2,282,866 | +227,510 | +11.1% | 4.46% | $58.3M | $24.55 |
| 2024 Q4 | REDUCED | 2,055,356 | -258,281 | -11.2% | 4.88% | $51.4M | $23.86 |
| 2024 Q3 | ADDED | 2,313,637 | +171,541 | +8.0% | 5.96% | $60.5M | $24.64 |
| 2024 Q2 | REDUCED | 2,142,096 | -4,146 | -0.2% | 5.80% | $53.7M | $23.42 |
| 2024 Q1 | REDUCED | 2,146,242 | -28,344 | -1.3% | 6.02% | $54.3M | $23.38 |
| 2023 Q4 | REDUCED | 2,174,586 | -59,917 | -2.7% | 6.74% | $55.8M | $23.56 |
| 2023 Q3 | REDUCED | 2,234,503 | -16,939 | -0.8% | 7.73% | $54.4M | $22.09 |
As of 2025 Q4 — sorted by position size