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

NewEdge Wealth’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	$4.07M	Buy	46,269 +881	+2%	+$75.2K	0.04%	283
2026 Q1	$3.47M	Buy	45,388 +15,926	+54%	+$1.27M	0.04%	296
2025 Q4	$2.36M	Buy	29,462 +974	+3%	+$77.5K	0.03%	406
2025 Q3	$2.27M	Buy	28,488 +101	+0.4%	+$7.62K	0.03%	364
2025 Q2	$2.11M	Buy	28,387 +5,133	+22%	+$345K	0.03%	368
2025 Q1	$1.53M	Buy	23,254 +7,351	+46%	+$508K	0.03%	407
2024 Q4	$1.1M	Hold	15,903	–	–	0.02%	459
2024 Q3	$1.07M	Buy	+15,903	New	+$1.03M	0.02%	462

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 Wealth's SPYM Position: Q2 2026 in Review

NewEdge Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.9% in Q2 2026, buying an estimated $75.2K and bringing the position to 46,269 shares worth $4.07M. The position accounts for 0.04% of the portfolio, ranked #283.

NewEdge Wealth first reported a position in SPYM in Q3 2024 and has held it in 8 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

NewEdge Wealth held 46,269 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.07M as of Q2 2026.
NewEdge Wealth bought 881 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $75.2K.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #283 holding.
NewEdge Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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