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.
| 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 |
| 2024 Q4 | REDUCED | 866,924 | -16,572 | -1.9% | 32.03% | $59.8M | $67.93 |
| 2024 Q3 | REDUCED | 883,496 | -801 | -0.1% | 31.77% | $59.6M | $66.30 |
| 2024 Q2 | ADDED | 884,297 | +839 | +0.1% | 30.21% | $56.6M | $62.65 |
| 2024 Q1 | ADDED | 883,458 | +129,183 | +17.1% | 30.10% | $54.4M | $60.02 |
| 2022 Q4 | ADDED | 754,275 | +15,670 | +2.1% | 27.24% | $33.4M | $43.05 |
| 2022 Q1 | ADDED | 738,605 | +24,366 | +3.4% | 28.27% | $39.2M | $50.18 |
As of 2025 Q4 — sorted by position size