SPLG — SPDR SER TR

Ownership history in New Perspectives, Inc  ·  11 quarters on record

This page tracks every 13F SEC filing in which New Perspectives, Inc reported a position in SPDR SER TR (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.

Peak position
32.03% (2024 Q4)
Avg. % of fund
28.19%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 735,219 +4,532 +0.6% 20.45% $59.0M $80.02
2025 Q3 REDUCED 730,687 -42,854 -5.5% 25.62% $57.2M $77.92
2025 Q2 REDUCED 773,541 -33,911 -4.2% 27.81% $56.2M $72.08
2025 Q1 REDUCED 807,452 -59,472 -6.9% 28.33% $53.1M $65.01
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPLG price (monthly, adj. close)

Other funds also holding SPLG

As of 2025 Q4 — sorted by position size

Revere Asset Management, Inc 44.53% Brown Financial Advisory 3Y 42.82% Sterling Group Wealth Management, LLC 3Y 40.0% 1900 WEALTH MANAGEMENT LLC 3Y 30.62% Bauman Advisory Group, LLC 28.82% Private Wealth Group, LLC 3Y 7Y 28.59% Macco Financial Group, Inc. 28.26% USS Investment Management Ltd 3Y 7Y 24.76% Stadion Money Management, LLC 3Y 7Y 24.67% Peterson Wealth Advisors, LLC 3Y 7Y 24.57%
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