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SPY
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Position history for NewEdge Advisors, LLC's holdings in State Street Spdr S&p 500 Etf Trust TR UNIT

NewEdge Advisors, LLC holds 607,741 shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), worth $343.9M as of 2026-Q1. The position was increased (+0.6% shares). SPY represents 1.2% of NewEdge Advisors, LLC's portfolio.

Current Value

$343.9M

Current Shares

607,741

Total Value Change

+$46.9M

Total Shares Change

-98,553

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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
2024-Q2
Increased
706,294
+81.3%
$297M2.2%$534.46
81

Other major holders of SPY: JPMORGAN CHASE & CO

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