NewEdge Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
NewEdge Wealth's SPY Position: Q1 2026 in Review
NewEdge Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.2% in Q1 2026, buying an estimated $1.88M and bringing the position to 233,940 shares worth $152M. The position accounts for 1.81% of the portfolio, ranked #7.
NewEdge Wealth first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. The position peaked at $158M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- NewEdge Wealth held 233,940 shares of State Street SPDR S&P 500 ETF Trust worth $152M as of Q1 2026.
- NewEdge Wealth bought 2,772 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.88M.
- State Street SPDR S&P 500 ETF Trust made up 1.81% of NewEdge Wealth's portfolio in Q1 2026, its #7 holding.
- NewEdge Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
- NewEdge Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $158M in Q4 2025.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.