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NEW ENGLAND ASSET MANAGEMENT INC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NEW ENGLAND ASSET MANAGEMENT INC on SPY, newest first. How the timeline and the estimate are built.

NEW ENGLAND ASSET MANAGEMENT INC held 101,954 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,954 shares
    Change vs previous 13F 0 shares

    8.82% of the 13F portfolio, value $76,136,189.

    13F-HR 0001004244-26-000004 filed by NEW ENGLAND ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 101,954 shares
    Change vs previous 13F -1,050 shares

    8.43% of the 13F portfolio, value $66,304,765.

    13F-HR 0001004244-26-000003 filed by NEW ENGLAND ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 103,004 shares
    Change vs previous 13F +2,800 shares

    9.18% of the 13F portfolio, value $70,240,488.

    13F-HR 0001004244-26-000002 filed by NEW ENGLAND ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 100,204 shares
    Change vs previous 13F -16,220 shares

    8.72% of the 13F portfolio, value $66,753,901.

    13F-HR 0001004244-25-000004 filed by NEW ENGLAND ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 116,424 shares
    Change vs previous 13F -11,000 shares

    11.19% of the 13F portfolio, value $71,932,568.

    13F-HR 0001085146-25-005250 filed by NEW ENGLAND ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 127,424 shares
    Change vs previous 13F -9,936 shares

    11.57% of the 13F portfolio, value $71,279,712.

    13F-HR 0001085146-25-003314 filed by NEW ENGLAND ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 137,360 shares
    Change vs previous 13F -9,510 shares

    13.75% of the 13F portfolio, value $80,503,949.

    13F-HR 0001085146-25-001696 filed by NEW ENGLAND ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 146,870 shares
    Change vs previous 13F not available

    13.12% of the 13F portfolio, value $84,268,131.

    13F-HR 0001085146-24-005429 filed by NEW ENGLAND ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).