Position history for NewEdge Wealth, LLC's holdings in STATE STR SPDR S&P 500 ETF T
NewEdge Wealth, LLC holds 233,940 shares of SPY (STATE STR SPDR S&P 500 ETF T), 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
Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 233,940 |
+1.2% |
| $152.1M |
| 1.8% |
| $680.33 |
48 |
| 2025-Q4 | 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 |