SPTM — SPDR SERIES TRUST

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 (SPTM). 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.

Peak position
2.99% (2023 Q3)
Avg. % of fund
2.39%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 444,914 +31,339 +7.6% 2.71% $36.7M $82.50
2025 Q3 ADDED 413,575 +8,443 +2.1% 2.98% $33.4M $80.41
2025 Q2 REDUCED 405,132 -68,010 -14.4% 2.94% $30.3M $74.45
2025 Q1 ADDED 473,142 +67,100 +16.5% 2.46% $32.2M $67.39
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPTM price (monthly, adj. close)

Other funds also holding SPTM

As of 2025 Q4 — sorted by position size

Keener Financial Planning LLC 36.6% Professional Financial Advisors, LLC 3Y 27.62% Weitzel Financial Services, Inc. 3Y 21.48% Fox Financial, Inc 20.06% Treasure Coast Financial Planning 3Y 18.34% Wall Capital Group, Inc. 3Y 7Y 15.5% VOISARD ASSET MANAGEMENT GROUP, INC. 14.09% Rosenberg Matthew Hamilton 3Y 13.57% Spartan Planning & Wealth Management 3Y 12.9% Financial Strategies Group, Inc. 3Y 11.37%
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