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 (SPLG). 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 | 905,147 | +10,303 | +1.2% | 5.37% | $72.6M | $80.02 |
| 2025 Q3 | REDUCED | 894,844 | -13,965 | -1.5% | 6.26% | $70.1M | $77.92 |
| 2025 Q2 | REDUCED | 908,809 | -151,365 | -14.3% | 6.41% | $66.1M | $72.08 |
| 2025 Q1 | ADDED | 1,060,174 | +79,930 | +8.2% | 5.34% | $69.7M | $65.01 |
| 2024 Q4 | REDUCED | 980,244 | -257,581 | -20.8% | 6.42% | $67.6M | $67.93 |
| 2024 Q3 | REDUCED | 1,237,825 | -3,157 | -0.3% | 8.24% | $83.6M | $66.30 |
| 2024 Q2 | REDUCED | 1,240,982 | -179,536 | -12.6% | 8.57% | $79.4M | $62.65 |
| 2024 Q1 | REDUCED | 1,420,518 | -33,038 | -2.3% | 9.70% | $87.4M | $60.02 |
| 2023 Q4 | REDUCED | 1,453,556 | -22,878 | -1.5% | 9.82% | $81.3M | $54.35 |
| 2023 Q3 | REDUCED | 1,476,434 | -34,061 | -2.3% | 10.55% | $74.2M | $48.67 |
As of 2025 Q4 — sorted by position size