SPMD — 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 (SPMD). 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
7.64% (2024 Q4)
Avg. % of fund
6.84%
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 282,653 +5,837 +2.1% 5.68% $16.4M $57.91
2025 Q3 ADDED 276,816 +4,289 +1.6% 7.09% $15.8M $56.98
2025 Q2 ADDED 272,527 +3,062 +1.1% 7.33% $14.8M $54.00
2025 Q1 ADDED 269,465 +8,763 +3.4% 7.36% $13.8M $50.62
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPMD price (monthly, adj. close)

Other funds also holding SPMD

As of 2025 Q4 — sorted by position size

Marathon Strategic Advisors, LLC 13.32% MASON STREET ADVISORS, LLC 3Y 7Y 9.04% TEXAS PERMANENT SCHOOL FUND CORP 3Y 7Y 7.93% Atlas Private Wealth Advisors 3Y 7.45% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 6.8% Peterson Wealth Advisors, LLC 3Y 7Y 5.68% Montz Harcus Wealth Management LLC 3Y 5.46% HHM Wealth Advisors, LLC 3Y 7Y 5.32% Alta Wealth Advisors LLC 3Y 5.31% Valmark Advisers, Inc. 3Y 7Y 5.03%
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