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Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in STATE STREET SPDR S&P 500 ETF TRUST CL USD INC

NewEdge Advisors, LLC holds 1M shares of SPY (STATE STREET SPDR S&P 500 ETF TRUST CL USD INC), worth $749.8M as of 2026-Q2. The position was increased (+65.2% shares). SPY represents 2.2% of NewEdge Advisors, LLC's portfolio.

Current Value

$749.8M

Current Shares

1M

Total Value Change

+$433.7M

Total Shares Change

+293,424

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1M
+65.2%
$749.8M2.2%$746.77
79
2026-Q1
Increased
607,741
+0.6%
$343.9M1.2%$680.33
49
2025-Q4
Decreased
604,011
-4.6%
$361.1M1.3%$687.01
0
2025-Q3
Increased
633,401
+6.4%
$354.2M1.6%$661.72
52
2025-Q2
Decreased
595,116
-27.1%
$316M1.6%$611.40
0
2025-Q1
Increased
816,849
+24.0%
$291.8M1.7%$550.86
59
2024-Q4
Decreased
658,604
-7.3%
$316.2M1.9%$581.39
0
2024-Q3
Increased
710,690
+0.6%
$316.2M2.1%$562.94
53

Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, JANE STREET GROUP, LLC

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