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SPY
Showing 8 of 22 quarters

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

NewEdge Wealth, LLC holds 233,940 shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), worth $152.1M as of 2026-Q1. The position was increased (+1.2% shares). SPY represents 1.8% of NewEdge Wealth, LLC's portfolio.

Current Value

$152.1M

Current Shares

233,940

Total Value Change

+$68.2M

Total Shares Change

+79,704

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
233,940
+1.2%
$152.1M1.8%$680.33
48
2025-Q4
Increased
231,168
+15.9%
$157.6M1.8%$687.01
55
2025-Q3
Increased
199,452
+7.7%
$135.1M1.9%$661.72
51
2025-Q2
Decreased
185,255
-1.0%
$117.1M1.8%$611.40
0
2025-Q1
Decreased
187,125
-2.2%
$104.7M1.9%$550.86
0
2024-Q4
Decreased
191,411
-0.2%
$112.2M1.9%$581.39
0
2024-Q3
Increased
191,853
+24.4%
$110.1M2.0%$562.94
58
2024-Q2
Decreased
154,236
-5.1%
$83.9M1.8%$534.46
0

Other major holders of SPY: JPMORGAN CHASE & CO

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