Spdr S&p 500 Etf shares owned by NewEdge Wealth
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $110M | 192k | 573.76 |
| 2024-06-30 | $84M | 154k | 544.22 |
| 2024-03-31 | $108M | 215k | 505.03 |
| 2023-12-31 | $73M | 153k | 475.31 |
| 2023-09-30 | $64M | 151k | 427.48 |
| 2023-06-30 | $61M | 138k | 443.28 |
| 2023-03-31 | $54M | 132k | 409.39 |
| 2022-12-31 | $43M | 111k | 382.43 |
| 2022-09-30 | $39M | 108k | 357.18 |
| 2022-06-30 | $42M | 111k | 377.25 |
| 2022-03-31 | $51M | 114k | 451.64 |
| 2021-12-31 | $52M | 110k | 474.96 |
| 2021-09-30 | $42M | 97k | 429.14 |
| 2021-06-30 | $40M | 93k | 428.06 |
| 2021-03-31 | $39M | 99k | 396.33 |
| 2020-12-31 | $17M | 44k | 373.87 |