Position history for NewEdge Wealth, LLC's holdings in SPDR S&P 500 ETF TR
NewEdge Wealth, LLC holds 231,168 shares of SPY (SPDR S&P 500 ETF TR), worth $157.6M as of 2025-Q4. The position was increased (++15.9% shares). SPY represents 1.8% of NewEdge Wealth, LLC's portfolio.
Current Value
$157.6M
Current Shares
231,168
Total Value Change
+$73.7M
Total Shares Change
+76,932
Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 231,168 |
+15.9% |
| $157.6M |
| 1.8% |
| $687.01 |
55 |
| 2025-Q3 | Increased | 199,452 | +7.7% | $135.1M | 1.9% | $661.72 | 51 |
| 2025-Q2 | Decreased | 185,255 | -1.0% | $117.1M | 1.8% | $611.40 | 0 |
| 2025-Q1 | Decreased | 187,125 | -2.2% | $104.7M | 1.9% | $550.86 | 0 |
| 2024-Q4 | Decreased | 191,411 | -0.2% | $112.2M | 1.9% | $581.39 | 0 |
| 2024-Q3 | Increased | 191,853 | +24.4% | $110.1M | 2.0% | $562.94 | 58 |
| 2024-Q2 | Decreased | 154,236 | -5.1% | $83.9M | 1.8% | $534.46 | 0 |