NewSquare Capital’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

NewSquare Capital’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
2026 Q1	$195K	Buy	+300	New	+$204K	0.02%	205
2025 Q3	–	Sell	-500	Closed	-$309K	–	1091
2025 Q2	$309K	Hold	500	–	–	0.02%	165
2025 Q1	$280K	Buy	+500	New	+$294K	0.02%	166

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewSquare Capital's SPY Position: Q1 2026 in Review

NewSquare Capital increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.4% in Q1 2026, buying an estimated $521K and bringing the position to 23,617 shares worth $15.4M. The position accounts for 1.33% of the portfolio, ranked #10.

NewSquare Capital first reported a position in SPY in Q2 2016 and has held it in 40 quarters since. The position peaked at $38.8M in Q2 2024. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

NewSquare Capital held 23,617 shares of State Street SPDR S&P 500 ETF Trust worth $15.4M as of Q1 2026.
NewSquare Capital bought 767 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $521K.
State Street SPDR S&P 500 ETF Trust made up 1.33% of NewSquare Capital's portfolio in Q1 2026, its #10 holding.
NewSquare Capital first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2016 and has held it in 40 quarters since.
NewSquare Capital's State Street SPDR S&P 500 ETF Trust position peaked at $38.8M in Q2 2024.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.