NewEdge Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

NewEdge Wealth’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-12,600	Closed	-$43.6K	–	1061
2025 Q2	$43.6K	Buy	+12,600	New	+$7.2M	﹤0.01%	956
2024 Q2	–	Sell	-49,400	Closed	-$257K	–	815
2024 Q1	$257K	Buy	+49,400	New	+$24.6M	0.01%	696

Other funds holding SPY

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Wealth's SPY Position: Q2 2026 in Review

NewEdge Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.8% in Q2 2026, selling an estimated $6.39M and leaving 225,123 shares worth $168M. The position accounts for 1.68% of the portfolio, ranked #8.

NewEdge Wealth first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

NewEdge Wealth held 225,123 shares of State Street SPDR S&P 500 ETF Trust worth $168M as of Q2 2026.
NewEdge Wealth sold 8,817 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $6.39M.
State Street SPDR S&P 500 ETF Trust made up 1.68% of NewEdge Wealth's portfolio in Q2 2026, its #8 holding.
NewEdge Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.