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Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in SPDR PORTFOLIO S&P 500 ETF

NewEdge Advisors, LLC holds 4.4M shares of SPYM (SPDR PORTFOLIO S&P 500 ETF), worth $387.2M as of 2026-Q2. The position was increased (+59.9% shares). SPYM represents 1.2% of NewEdge Advisors, LLC's portfolio.

Current Value

$387.2M

Current Shares

4.4M

Total Value Change

+$270M

Total Shares Change

+2.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.4M
+59.9%
$387.2M1.2%$87.88
70
2026-Q1
Increased
2.8M
+12.0%
$210.9M0.8%$76.33
48
2025-Q4
Increased
2.5M
+13.5%
$197.4M0.7%$79.80
49
2025-Q3
Decreased
2.2M
-6.1%
$169.8M0.8%$77.70
0
2025-Q2
Increased
2.3M
+15.9%
$167.7M0.9%$71.88
49
2025-Q1
Decreased
2M
-5.2%
$130.9M0.8%$64.83
0
2024-Q4
Increased
2.1M
+20.9%
$144.8M0.9%$67.75
51
2024-Q3
Increased
1.7M
+4.3%
$117.2M0.8%$66.12
44

Other major holders of SPYM: JONES FINANCIAL COMPANIES LLLP, JPMORGAN CHASE & CO, USS Investment Management Ltd, LPL Financial LLC

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