NewEdge Advisors’s State Street SPDR MSCI ACWI Climate Paris Aligned ETF NZAC Stock Holding History

NewEdge Advisors’s Portfolio NZAC Stock Details NZAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$134K	Hold	3,295	–	–	﹤0.01%	2690
2025 Q4	$141K	Sell	3,295 -116	-3%	-$4.96K	﹤0.01%	2674
2025 Q3	$145K	Hold	3,411	–	–	﹤0.01%	2490
2025 Q2	$135K	Hold	3,411	–	–	﹤0.01%	2330
2025 Q1	$121K	Hold	3,411	–	–	﹤0.01%	2240
2024 Q4	$124K	Sell	3,411 -53	-2%	-$1.97K	﹤0.01%	2220
2024 Q3	$129K	Sell	3,464 -900	-21%	-$32.1K	﹤0.01%	2120
2024 Q2	$150K	Hold	4,364	–	–	﹤0.01%	1995
2024 Q1	$148K	Hold	4,364	–	–	﹤0.01%	1930
2023 Q4	$138K	Sell	4,364 -23	-0.5%	-$676	﹤0.01%	1835
2023 Q3	$125K	Hold	4,387	–	–	﹤0.01%	1767
2023 Q2	$131K	Hold	4,387	–	–	﹤0.01%	1766
2023 Q1	$124K	Sell	4,387 -2,389	-35%	-$65.9K	﹤0.01%	1684
2022 Q4	$63K	Buy	+6,776	New	+$176K	﹤0.01%	1626

Other funds holding NZAC

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewEdge Advisors's NZAC Position: Q1 2026 in Review

NewEdge Advisors held its State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) position steady in Q1 2026 at 3,295 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #2690.

NewEdge Advisors first reported a position in NZAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $150K in Q2 2024. 41 funds tracked by Wall St. Rank hold NZAC as of Q1 2026.

NewEdge Advisors held 3,295 shares of State Street SPDR MSCI ACWI Climate Paris Aligned ETF worth $134K as of Q1 2026.
NewEdge Advisors left its State Street SPDR MSCI ACWI Climate Paris Aligned ETF share count unchanged in Q1 2026.
State Street SPDR MSCI ACWI Climate Paris Aligned ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2690 holding.
NewEdge Advisors first reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's State Street SPDR MSCI ACWI Climate Paris Aligned ETF position peaked at $150K in Q2 2024.
41 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI Climate Paris Aligned ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.