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 INDEX SHS FDS (SPDW). 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 | 606,636 | +109,024 | +21.9% | 1.99% | $26.9M | $44.41 |
| 2025 Q3 | ADDED | 497,612 | +3,063 | +0.6% | 1.90% | $21.3M | $42.03 |
| 2025 Q2 | REDUCED | 494,549 | -271,410 | -35.4% | 1.94% | $20.0M | $39.77 |
| 2025 Q1 | ADDED | 765,959 | +103,619 | +15.6% | 2.13% | $27.9M | $35.16 |
| 2024 Q4 | REDUCED | 662,340 | -35,029 | -5.0% | 2.15% | $22.6M | $32.96 |
| 2024 Q3 | REDUCED | 697,369 | -13,064 | -1.8% | 2.58% | $26.2M | $35.77 |
| 2024 Q2 | REDUCED | 710,433 | -268,666 | -27.4% | 2.69% | $24.9M | $33.41 |
| 2024 Q1 | ADDED | 979,099 | +26,379 | +2.8% | 3.89% | $35.1M | $33.54 |
| 2023 Q4 | ADDED | 952,720 | +22,129 | +2.4% | 3.92% | $32.4M | $31.83 |
| 2023 Q3 | ADDED | 930,591 | +48,891 | +5.5% | 4.10% | $28.9M | $28.72 |
As of 2025 Q4 — sorted by position size