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Spdr Ser Tr cmn shares owned by N.E.W. Advisory Services

Quarter-by-quarter ownership of Spdr Ser Tr cmn (SMLV) shares owned by N.E.W. Advisory Services from 13F filings

Historical chart of N.E.W. Advisory Services investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn held by N.E.W. Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr cmn by N.E.W. Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $15k 115 130.86
2025-09-30 $15k 114 129.61
2025-06-30 $14k 113 125.26
2025-03-31 $14k 112 123.29

More positions owned by N.E.W. Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Ishares Tr Core Intl Aggr (IAGG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for N.E.W. Advisory Services

Top funds holding Spdr Ser Tr cmn

Advisor Group Holdings
DORVAL Corp
Cambridge Investment Research Advisors
Ieq Capital
LPL Financial
AQR Capital Management
Cetera Investment Advisers
McNaughton Wealth Management
Commonwealth Equity Services
UBS Group
Johnson & White Wealth Management
IAG Wealth Partners
Capital Developers
NorthRock Partners
Envestnet Asset Management

View all funds holding Spdr Ser Tr cmn