NewEdge Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

NewEdge Advisors’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$387M	Buy	4,406,554 +1,650,653	+60%	+$141M	1.15%	10
2026 Q1	$211M	Buy	2,755,901 +295,758	+12%	+$23.7M	0.76%	20
2025 Q4	$197M	Buy	2,460,143 +293,045	+14%	+$23.3M	0.72%	22
2025 Q3	$170M	Sell	2,167,098 -140,405	-6%	-$10.6M	0.77%	16
2025 Q2	$168M	Buy	2,307,503 +316,592	+16%	+$21.3M	0.86%	14
2025 Q1	$131M	Sell	1,990,911 -108,930	-5%	-$7.53M	0.78%	18
2024 Q4	$145M	Buy	2,099,841 +363,339	+21%	+$25.2M	0.87%	16
2024 Q3	$117M	Buy	1,736,502 +71,850	+4%	+$4.67M	0.76%	16
2024 Q2	$107M	Buy	1,664,652 +317,894	+24%	+$19.6M	0.78%	15
2024 Q1	$82.9M	Buy	1,346,758 +38,709	+3%	+$2.27M	0.72%	17
2023 Q4	$74M	Buy	1,308,049 +303,708	+30%	+$15.9M	0.7%	16
2023 Q3	$50.5M	Buy	1,004,341 +205,497	+26%	+$10.7M	0.55%	31
2023 Q2	$41.6M	Buy	798,844 +281,428	+54%	+$13.9M	0.47%	46
2023 Q1	$24.9M	Buy	517,416 +150,914	+41%	+$7.08M	0.31%	83
2022 Q4	$11.6M	Buy	366,502 +121,290	+49%	+$5.48M	0.31%	70
2022 Q3	$10.3M	Sell	245,212 -4,112	-2%	-$192K	0.17%	141
2022 Q2	$11.1M	Buy	249,324 +80,839	+48%	+$3.9M	0.18%	130
2022 Q1	$8.95M	Buy	168,485 +112,278	+200%	+$5.88M	0.14%	161
2021 Q4	$3.14M	Buy	56,207 +26,926	+92%	+$1.45M	0.05%	331
2021 Q3	$1.48M	Buy	29,281 +12,619	+76%	+$655K	0.04%	401
2021 Q2	$839K	Buy	16,662 +8,664	+108%	+$425K	0.02%	555
2021 Q1	$373K	Sell	7,998 -890	-10%	-$40.4K	0.01%	743
2020 Q4	$391K	Sell	8,888 -2,791	-24%	-$116K	0.01%	692
2020 Q3	$460K	Sell	11,679 -45,565	-80%	-$1.77M	0.02%	601
2020 Q2	$2.08M	Sell	57,244 -680	-1%	-$23.4K	0.08%	222
2020 Q1	$1.75M	Sell	57,924 -430	-0.7%	-$15.4K	0.08%	218
2019 Q4	$2.21M	Buy	+58,354	New	+$2.11M	0.09%	225

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

NewEdge Advisors's SPYM Position: Q2 2026 in Review

NewEdge Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 60% in Q2 2026, buying an estimated $141M and bringing the position to 4,406,554 shares worth $387M. The position accounts for 1.15% of the portfolio, ranked #10.

NewEdge Advisors first reported a position in SPYM in Q4 2019 and has held it in 27 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

NewEdge Advisors held 4,406,554 shares of State Street SPDR Portfolio S&P 500 ETF worth $387M as of Q2 2026.
NewEdge Advisors bought 1,650,653 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $141M.
State Street SPDR Portfolio S&P 500 ETF made up 1.15% of NewEdge Advisors's portfolio in Q2 2026, its #10 holding.
NewEdge Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.